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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 | $134,368 | $275,752-51.3% | $256,809-47.7% | $198,609-32.3% |
| Participation rate | 90.9% | 89.2%+1.7pp | 88.5%+2.4pp | 82.4%+8.5pp |
| Annual return | 6.33% | 34.81%-28.5pp | 32.73%-26.4pp | 202.70%-196.4pp |
| Employer contribution / active EE | $4,857 | $7,721-37.1% | $7,263-33.1% | $5,055-3.9% |
| Participant deferral / active EE | $11,299 | $10,037+12.6% | $9,520+18.7% | $6,977+62.0% |
| Admin fee / account holder | $516 | $25,716-98.0% | $25,146-97.9% | $19,030-97.3% |