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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 | $77,182 | $77,472-0.4% | $100,415-23.1% | $80,959-4.7% |
| Participation rate | 84.9% | 76.9%+8.0pp | 81.5%+3.4pp | 67.7%+17.3pp |
| Annual return | 21.67% | 37.26%-15.6pp | 49.47%-27.8pp | 35.67%-14.0pp |
| Employer contribution / active EE | $4,721 | $2,800+68.6% | $3,943+19.7% | $2,757+71.2% |
| Participant deferral / active EE | $10,019 | $6,818+47.0% | $8,091+23.8% | $4,300+133.0% |
| Admin fee / account holder | $597 | $5,885-89.9% | $7,906-92.4% | $6,925-91.4% |