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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 | $65,279 | $136,860-52.3% | $120,344-45.8% | $154,746-57.8% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 18.80% | 21.38%-2.6pp | 20.30%-1.5pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,626 | $3,533-54.0% | $3,020-46.2% | $4,379-62.9% |
| Participant deferral / active EE | $5,690 | $5,793-1.8% | $5,135+10.8% | $6,730-15.5% |
| Admin fee / account holder | $749 | $15,393-95.1% | $12,742-94.1% | $14,365-94.8% |