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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 | $38,536 | $184,014-79.1% | $161,149-76.1% | $138,895-72.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.8%+16.8pp | 79.9%+15.7pp |
| Annual return | 20.39% | 21.52%-1.1pp | 21.16%-0.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,707 | $5,055-66.2% | $4,360-60.8% | $4,194-59.3% |
| Participant deferral / active EE | $3,004 | $6,909-56.5% | $6,153-51.2% | $6,396-53.0% |
| Admin fee / account holder | $657 | $18,027-96.4% | $15,194-95.7% | $12,562-94.8% |