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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 | $52,676 | $184,014-71.4% | $161,149-67.3% | $138,895-62.1% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.8%+13.5pp | 79.9%+12.4pp |
| Annual return | 10.84% | 21.52%-10.7pp | 21.16%-10.3pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,397 | $5,055-52.6% | $4,360-45.0% | $4,194-42.8% |
| Participant deferral / active EE | $3,003 | $6,909-56.5% | $6,153-51.2% | $6,396-53.1% |
| Admin fee / account holder | $2,940 | $18,027-83.7% | $15,194-80.7% | $12,562-76.6% |