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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 | $41,813 | $138,312-69.8% | $122,979-66.0% | $155,188-73.1% |
| Participation rate | 86.7% | 80.2%+6.5pp | 77.2%+9.5pp | 80.8%+5.9pp |
| Annual return | 18.38% | 22.06%-3.7pp | 20.12%-1.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,782 | $3,530-21.2% | $3,062-9.2% | $4,248-34.5% |
| Participant deferral / active EE | $5,488 | $5,592-1.9% | $5,003+9.7% | $6,531-16.0% |
| Admin fee / account holder | $350 | $15,089-97.7% | $12,864-97.3% | $14,480-97.6% |