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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 | $61,774 | $165,399-62.7% | $149,745-58.7% | $158,982-61.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 19.18% | 348.34%-329.2pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $6,596 | $5,105+29.2% | $4,646+42.0% | $4,763+38.5% |
| Participant deferral / active EE | $6,203 | $7,183-13.6% | $6,843-9.4% | $5,983+3.7% |
| Admin fee / account holder | $877 | $10,811-91.9% | $9,312-90.6% | $11,252-92.2% |