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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 | $60,912 | $178,174-65.8% | $156,181-61.0% | $137,256-55.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 19.45% | 84.19%-64.7pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,917 | $4,972-41.3% | $4,294-32.1% | $4,156-29.8% |
| Participant deferral / active EE | $7,933 | $6,888+15.2% | $6,132+29.4% | $6,407+23.8% |
| Admin fee / account holder | $905 | $17,404-94.8% | $14,586-93.8% | $12,270-92.6% |