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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 | $81,228 | $185,312-56.2% | $161,489-49.7% | $154,746-47.5% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 18.39% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,635 | $4,769-23.8% | $4,268-14.8% | $4,379-17.0% |
| Participant deferral / active EE | $6,158 | $6,350-3.0% | $5,630+9.4% | $6,730-8.5% |
| Admin fee / account holder | $1,361 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |