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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 | $67,869 | $254,759-73.4% | $216,567-68.7% | $198,609-65.8% |
| Participation rate | 92.9% | 84.5%+8.3pp | 81.6%+11.2pp | 82.4%+10.5pp |
| Annual return | 16.50% | 10.04%+6.5pp | 12.94%+3.6pp | 202.70%-186.2pp |
| Employer contribution / active EE | $2,221 | $6,096-63.6% | $5,216-57.4% | $5,055-56.1% |
| Participant deferral / active EE | $5,196 | $6,948-25.2% | $6,191-16.1% | $6,977-25.5% |
| Admin fee / account holder | $858 | $26,311-96.7% | $21,981-96.1% | $19,030-95.5% |