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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 | $37,985 | $172,111-77.9% | $150,298-74.7% | $137,256-72.3% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 16.96% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,322 | $4,636+36.4% | $4,154+52.2% | $4,156+52.1% |
| Participant deferral / active EE | $6,429 | $6,166+4.3% | $5,453+17.9% | $6,407+0.3% |
| Admin fee / account holder | $935 | $16,471-94.3% | $14,116-93.4% | $12,270-92.4% |