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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 | $30,508 | $136,860-77.7% | $120,344-74.6% | $154,746-80.3% |
| Participation rate | 95.2% | 79.9%+15.4pp | 76.7%+18.5pp | 80.7%+14.5pp |
| Annual return | 15.37% | 21.38%-6.0pp | 20.30%-4.9pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,832 | $3,533-48.1% | $3,020-39.3% | $4,379-58.2% |
| Participant deferral / active EE | $2,407 | $5,793-58.5% | $5,135-53.1% | $6,730-64.2% |
| Admin fee / account holder | $912 | $15,393-94.1% | $12,742-92.8% | $14,365-93.7% |