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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,847 | $126,661-55.9% | $113,397-50.8% | $138,895-59.8% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 17.15% | 25.05%-7.9pp | 23.20%-6.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,431 | $3,456-58.6% | $2,977-51.9% | $4,194-65.9% |
| Participant deferral / active EE | $6,181 | $5,693+8.6% | $5,076+21.8% | $6,396-3.4% |
| Admin fee / account holder | $5,003 | $14,549-65.6% | $11,957-58.2% | $12,562-60.2% |