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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 | $62,709 | $122,962-49.0% | $71,585-12.4% | $138,895-54.9% |
| Participation rate | 85.7% | 68.9%+16.9pp | 68.2%+17.6pp | 79.9%+5.8pp |
| Annual return | 21.85% | 37.84%-16.0pp | 59.26%-37.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,763 | $2,620-32.7% | $1,669+5.7% | $4,194-58.0% |
| Participant deferral / active EE | $4,918 | $4,311+14.1% | $2,923+68.2% | $6,396-23.1% |
| Admin fee / account holder | $352 | $6,488-94.6% | $4,712-92.5% | $12,562-97.2% |