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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 | $42,175 | $80,992-47.9% | $96,534-56.3% | $75,173-43.9% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 14.93% | 27.05%-12.1pp | 25.88%-11.0pp | 160.72%-145.8pp |
| Employer contribution / active EE | $2,466 | $2,283+8.0% | $2,965-16.8% | $2,671-7.7% |
| Participant deferral / active EE | $5,319 | $3,929+35.4% | $4,851+9.7% | $4,126+28.9% |
| Admin fee / account holder | $482 | $6,717-92.8% | $8,253-94.2% | $5,651-91.5% |