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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 | $48,576 | $138,312-64.9% | $122,979-60.5% | $155,188-68.7% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 12.19% | 22.06%-9.9pp | 20.12%-7.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $4,661 | $3,530+32.0% | $3,062+52.2% | $4,248+9.7% |
| Participant deferral / active EE | $4,034 | $5,592-27.9% | $5,003-19.4% | $6,531-38.2% |
| Admin fee / account holder | $814 | $15,089-94.6% | $12,864-93.7% | $14,480-94.4% |