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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 | $41,278 | $199,109-79.3% | $173,730-76.2% | $154,746-73.3% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 15.50% | 20.02%-4.5pp | 19.96%-4.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,167 | $5,311-59.2% | $4,577-52.7% | $4,379-50.5% |
| Participant deferral / active EE | $3,138 | $7,113-55.9% | $6,326-50.4% | $6,730-53.4% |
| Admin fee / account holder | $731 | $20,916-96.5% | $17,523-95.8% | $14,365-94.9% |