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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 | $56,641 | $167,415-66.2% | $140,514-59.7% | $198,609-71.5% |
| Participation rate | 95.2% | 80.9%+14.4pp | 77.8%+17.4pp | 82.4%+12.9pp |
| Annual return | 14.43% | 13.85%+0.6pp | 14.36%+0.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,025 | $4,088-50.5% | $3,378-40.1% | $5,055-59.9% |
| Participant deferral / active EE | $3,050 | $5,579-45.3% | $4,919-38.0% | $6,977-56.3% |
| Admin fee / account holder | $2,441 | $16,730-85.4% | $13,697-82.2% | $19,030-87.2% |