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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 | $130,847 | $67,602+93.6% | $82,312+59.0% | $70,126+86.6% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,902 | $2,987+30.6% | $3,706+5.3% | $3,332+17.1% |
| Admin fee / account holder | $664 | $4,512-85.3% | $5,608-88.2% | $4,645-85.7% |