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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 | $42,473 | $177,156-76.0% | $147,027-71.1% | $154,746-72.6% |
| Participation rate | 95.0% | 79.4%+15.6pp | 73.7%+21.3pp | 80.7%+14.3pp |
| Annual return | 20.75% | 21.94%-1.2pp | 20.23%+0.5pp | 172.34%-151.6pp |
| Employer contribution / active EE | $6,676 | $4,336+54.0% | $3,626+84.1% | $4,379+52.5% |
| Participant deferral / active EE | $9,512 | $5,797+64.1% | $4,933+92.8% | $6,730+41.3% |
| Admin fee / account holder | $3,174 | $14,904-78.7% | $12,223-74.0% | $14,365-77.9% |