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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 | $106,974-50.1% | $90,796-41.2% | $138,895-61.6% |
| Participation rate | 94.1% | 74.9%+19.3pp | 69.5%+24.6pp | 79.9%+14.2pp |
| Annual return | 10.52% | 20.10%-9.6pp | 19.29%-8.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $916 | $2,609-64.9% | $2,294-60.1% | $4,194-78.2% |
| Participant deferral / active EE | $1,345 | $4,455-69.8% | $3,822-64.8% | $6,396-79.0% |
| Admin fee / account holder | $2,113 | $8,626-75.5% | $7,024-69.9% | $12,562-83.2% |