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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 | $103,164-48.2% | $90,259-40.8% | $154,746-65.5% |
| Participation rate | 94.1% | 76.1%+18.0pp | 70.7%+23.4pp | 80.7%+13.4pp |
| Annual return | 10.52% | 19.25%-8.7pp | 18.88%-8.4pp | 172.34%-161.8pp |
| Employer contribution / active EE | $916 | $2,532-63.8% | $2,291-60.0% | $4,379-79.1% |
| Participant deferral / active EE | $1,345 | $4,422-69.6% | $3,827-64.8% | $6,730-80.0% |
| Admin fee / account holder | $2,113 | $8,593-75.4% | $7,267-70.9% | $14,365-85.3% |