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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 | $58,901 | $185,312-68.2% | $161,489-63.5% | $154,746-61.9% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 16.25% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,744 | $4,769-21.5% | $4,268-12.3% | $4,379-14.5% |
| Participant deferral / active EE | $2,676 | $6,350-57.9% | $5,630-52.5% | $6,730-60.2% |
| Admin fee / account holder | $591 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |