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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 | $55,932 | $162,967-65.7% | $135,792-58.8% | $138,895-59.7% |
| Participation rate | 95.7% | 78.3%+17.3pp | 72.6%+23.1pp | 79.9%+15.7pp |
| Annual return | 17.20% | 30.08%-12.9pp | 25.96%-8.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,481 | $4,211-41.1% | $3,496-29.0% | $4,194-40.8% |
| Participant deferral / active EE | $6,053 | $5,640+7.3% | $4,759+27.2% | $6,396-5.4% |
| Admin fee / account holder | $4,629 | $15,306-69.8% | $12,266-62.3% | $12,562-63.2% |