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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 | $136,860-77.3% | $120,344-74.2% | $154,746-79.9% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 19.13% | 21.38%-2.2pp | 20.30%-1.2pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,520 | $3,533-28.7% | $3,020-16.6% | $4,379-42.5% |
| Participant deferral / active EE | $4,156 | $5,793-28.3% | $5,135-19.1% | $6,730-38.2% |
| Admin fee / account holder | $477 | $15,393-96.9% | $12,742-96.3% | $14,365-96.7% |