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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 | $73,575 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 15.26% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,119 | $4,804-55.9% | $4,554-53.5% | $4,156-49.0% |
| Participant deferral / active EE | $8,933 | $8,216+8.7% | $7,897+13.1% | $6,407+39.4% |
| Admin fee / account holder | $10,729 | $14,344-25.2% | $13,129-18.3% | $12,270-12.6% |