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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 | $57,983 | $165,361-64.9% | $149,715-61.3% | $158,950-63.5% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 17.41% | 348.24%-330.8pp | 276.66%-259.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $5,133 | $5,103+0.6% | $4,645+10.5% | $4,762+7.8% |
| Participant deferral / active EE | $11,377 | $7,182+58.4% | $6,842+66.3% | $5,983+90.2% |
| Admin fee / account holder | $1,703 | $10,808-84.2% | $9,310-81.7% | $11,248-84.9% |