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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 | $138,312-59.0% | $122,979-53.9% | $155,188-63.5% |
| Participation rate | 95.2% | 80.2%+15.0pp | 77.2%+18.0pp | 80.8%+14.4pp |
| Annual return | 14.43% | 22.06%-7.6pp | 20.12%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,025 | $3,530-42.6% | $3,062-33.9% | $4,248-52.3% |
| Participant deferral / active EE | $3,050 | $5,592-45.5% | $5,003-39.0% | $6,531-53.3% |
| Admin fee / account holder | $2,441 | $15,089-83.8% | $12,864-81.0% | $14,480-83.1% |