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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 | $53,021 | $102,609-48.3% | $98,090-45.9% | $138,895-61.8% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 18.73% | 36.44%-17.7pp | 37.05%-18.3pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,052 | $3,867-72.8% | $3,606-70.8% | $4,194-74.9% |
| Participant deferral / active EE | $9,001 | $8,167+10.2% | $7,845+14.7% | $6,396+40.7% |
| Admin fee / account holder | $1,737 | $11,434-84.8% | $11,815-85.3% | $12,562-86.2% |