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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 | $165,399-64.9% | $149,745-61.3% | $158,982-63.5% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 17.41% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $5,133 | $5,105+0.6% | $4,646+10.5% | $4,763+7.8% |
| Participant deferral / active EE | $11,377 | $7,183+58.4% | $6,843+66.3% | $5,983+90.1% |
| Admin fee / account holder | $1,703 | $10,811-84.2% | $9,312-81.7% | $11,252-84.9% |