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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 | $23,395 | $215,361-89.1% | $171,082-86.3% | $273,972-91.5% |
| Participation rate | 93.3% | 82.0%+11.3pp | 76.7%+16.6pp | 83.0%+10.3pp |
| Annual return | 6.48% | 25.14%-18.7pp | 32.56%-26.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,614 | $4,967-67.5% | $4,002-59.7% | $4,869-66.8% |
| Participant deferral / active EE | $3,397 | $5,543-38.7% | $4,797-29.2% | $5,287-35.7% |
| Admin fee / account holder | $955 | $10,846-91.2% | $8,520-88.8% | $10,133-90.6% |