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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 | $45,560 | $138,385-67.1% | $184,243-75.3% | $80,925-43.7% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.7%+22.1pp |
| Annual return | 28.67% | 20.02%+8.7pp | 28.82%-0.1pp | 35.65%-7.0pp |
| Employer contribution / active EE | $4,961 | $4,851+2.3% | $6,427-22.8% | $2,756+80.0% |
| Participant deferral / active EE | $10,622 | $7,075+50.1% | $9,132+16.3% | $4,299+147.1% |
| Admin fee / account holder | $2,162 | $10,489-79.4% | $13,914-84.5% | $6,940-68.8% |