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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 | $94,104 | $126,661-25.7% | $113,397-17.0% | $138,895-32.2% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.5%+18.7pp | 79.9%+15.3pp |
| Annual return | 14.49% | 25.05%-10.6pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,274 | $3,456-34.2% | $2,977-23.6% | $4,194-45.8% |
| Participant deferral / active EE | $4,941 | $5,693-13.2% | $5,076-2.7% | $6,396-22.7% |
| Admin fee / account holder | $358 | $14,549-97.5% | $11,957-97.0% | $12,562-97.2% |