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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 | $37,092 | $155,555-76.2% | $146,866-74.7% | $155,188-76.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 14.35% | 115.41%-101.1pp | 102.85%-88.5pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,742 | $4,647-62.5% | $4,425-60.6% | $4,248-59.0% |
| Participant deferral / active EE | $2,931 | $8,044-63.6% | $7,759-62.2% | $6,531-55.1% |
| Admin fee / account holder | $475 | $14,755-96.8% | $13,620-96.5% | $14,480-96.7% |