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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 | $54,182 | $107,733-49.7% | $92,985-41.7% | $154,746-65.0% |
| Participation rate | 90.0% | 74.6%+15.4pp | 69.5%+20.5pp | 80.7%+9.3pp |
| Annual return | 13.36% | 30.39%-17.0pp | 27.99%-14.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,756 | $3,126-43.8% | $2,662-34.0% | $4,379-59.9% |
| Participant deferral / active EE | $4,724 | $5,053-6.5% | $4,377+7.9% | $6,730-29.8% |
| Admin fee / account holder | $916 | $11,369-91.9% | $9,463-90.3% | $14,365-93.6% |