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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 | $51,514 | $172,111-70.1% | $150,298-65.7% | $137,256-62.5% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 22.37% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,881 | $4,636-16.3% | $4,154-6.6% | $4,156-6.6% |
| Participant deferral / active EE | $10,546 | $6,166+71.0% | $5,453+93.4% | $6,407+64.6% |
| Admin fee / account holder | $1,549 | $16,471-90.6% | $14,116-89.0% | $12,270-87.4% |