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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 | $43,018 | $185,312-76.8% | $161,489-73.4% | $154,746-72.2% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 20.64% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,182 | $4,769-12.3% | $4,268-2.0% | $4,379-4.5% |
| Participant deferral / active EE | $12,682 | $6,350+99.7% | $5,630+125.3% | $6,730+88.4% |
| Admin fee / account holder | $1,878 | $18,654-89.9% | $16,006-88.3% | $14,365-86.9% |