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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 | $103,156 | $154,228-33.1% | $145,433-29.1% | $137,256-24.8% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $952 | $4,804-80.2% | $4,554-79.1% | $4,156-77.1% |
| Participant deferral / active EE | $16,483 | $8,216+100.6% | $7,897+108.7% | $6,407+157.3% |
| Admin fee / account holder | $16,103 | $14,344+12.3% | $13,129+22.7% | $12,270+31.2% |