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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 | $55,261 | $97,648-43.4% | $121,663-54.6% | $87,485-36.8% |
| Participation rate | 85.7% | 70.5%+15.2pp | 74.5%+11.2pp | 68.9%+16.8pp |
| Annual return | 15.98% | 18.03%-2.0pp | 147.54%-131.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,064 | $2,300+33.2% | $3,020+1.5% | $2,596+18.0% |
| Participant deferral / active EE | $4,905 | $3,923+25.0% | $4,887+0.4% | $4,274+14.8% |
| Admin fee / account holder | $3,574 | $11,100-67.8% | $14,289-75.0% | $7,775-54.0% |