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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 | $54,005 | $80,992-33.3% | $96,534-44.1% | $75,173-28.2% |
| Participation rate | 98.2% | 71.8%+26.4pp | 76.0%+22.2pp | 67.2%+31.0pp |
| Annual return | 29.22% | 27.05%+2.2pp | 25.88%+3.3pp | 160.72%-131.5pp |
| Employer contribution / active EE | $769 | $2,283-66.3% | $2,965-74.1% | $2,671-71.2% |
| Participant deferral / active EE | $3,243 | $3,929-17.5% | $4,851-33.1% | $4,126-21.4% |
| Admin fee / account holder | $942 | $6,717-86.0% | $8,253-88.6% | $5,651-83.3% |