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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 | $53,328 | $106,974-50.1% | $90,796-41.3% | $138,895-61.6% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.5%+22.2pp | 79.9%+11.7pp |
| Annual return | 9.87% | 20.10%-10.2pp | 19.29%-9.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,288 | $2,609-12.3% | $2,294-0.3% | $4,194-45.5% |
| Participant deferral / active EE | $3,312 | $4,455-25.6% | $3,822-13.3% | $6,396-48.2% |
| Admin fee / account holder | $436 | $8,626-94.9% | $7,024-93.8% | $12,562-96.5% |