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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 | $37,202 | $115,225-67.7% | $100,712-63.1% | $138,895-73.2% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.3%+20.7pp | 79.9%+10.1pp |
| Annual return | 23.69% | 40.35%-16.7pp | 33.27%-9.6pp | 145.39%-121.7pp |
| Employer contribution / active EE | $2,741 | $2,771-1.1% | $2,313+18.5% | $4,194-34.7% |
| Participant deferral / active EE | $4,750 | $4,699+1.1% | $4,085+16.3% | $6,396-25.7% |
| Admin fee / account holder | $308 | $10,844-97.2% | $9,256-96.7% | $12,562-97.5% |