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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 | $52,593 | $136,860-61.6% | $120,344-56.3% | $154,746-66.0% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 12.93% | 21.38%-8.4pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,098 | $3,533-40.6% | $3,020-30.5% | $4,379-52.1% |
| Participant deferral / active EE | $3,882 | $5,793-33.0% | $5,135-24.4% | $6,730-42.3% |
| Admin fee / account holder | $24,410 | $15,393+58.6% | $12,742+91.6% | $14,365+69.9% |