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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 | $53,399 | $102,245-47.8% | $89,340-40.2% | $137,256-61.1% |
| Participation rate | 94.1% | 74.9%+19.2pp | 69.6%+24.6pp | 80.0%+14.2pp |
| Annual return | 10.52% | 21.89%-11.4pp | 20.57%-10.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $916 | $2,529-63.8% | $2,231-59.0% | $4,156-78.0% |
| Participant deferral / active EE | $1,345 | $4,436-69.7% | $3,823-64.8% | $6,407-79.0% |
| Admin fee / account holder | $2,113 | $8,085-73.9% | $6,704-68.5% | $12,270-82.8% |