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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 | $42,835 | $127,386-66.4% | $115,037-62.8% | $125,388-65.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | 2.89% | 31.28%-28.4pp | 26.14%-23.3pp | 282.24%-279.4pp |
| Employer contribution / active EE | $9,665 | $5,166+87.1% | $4,608+109.8% | $4,866+98.6% |
| Participant deferral / active EE | $7,345 | $6,423+14.4% | $6,026+21.9% | $5,352+37.3% |
| Admin fee / account holder | $343 | $9,516-96.4% | $8,175-95.8% | $9,541-96.4% |