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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 | $49,317 | $106,974-53.9% | $90,796-45.7% | $138,895-64.5% |
| Participation rate | 93.3% | 74.9%+18.5pp | 69.5%+23.8pp | 79.9%+13.4pp |
| Annual return | 13.08% | 20.10%-7.0pp | 19.29%-6.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,753 | $2,609-32.8% | $2,294-23.6% | $4,194-58.2% |
| Participant deferral / active EE | $3,660 | $4,455-17.8% | $3,822-4.2% | $6,396-42.8% |
| Admin fee / account holder | $358 | $8,626-95.9% | $7,024-94.9% | $12,562-97.2% |