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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 | $38,826 | $124,425-68.8% | $112,040-65.3% | $137,256-71.7% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 22.98% | 24.72%-1.7pp | 24.52%-1.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,219 | $3,411-5.6% | $2,954+9.0% | $4,156-22.5% |
| Participant deferral / active EE | $8,697 | $5,718+52.1% | $5,098+70.6% | $6,407+35.7% |
| Admin fee / account holder | $521 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |