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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 | $31,036 | $124,425-75.1% | $112,040-72.3% | $137,256-77.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 19.13% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,520 | $3,411-26.1% | $2,954-14.7% | $4,156-39.4% |
| Participant deferral / active EE | $4,156 | $5,718-27.3% | $5,098-18.5% | $6,407-35.1% |
| Admin fee / account holder | $477 | $15,207-96.9% | $12,098-96.1% | $12,270-96.1% |