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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 | $41,521 | $199,109-79.1% | $173,730-76.1% | $154,746-73.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 16.72% | 20.02%-3.3pp | 19.96%-3.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,313 | $5,311-37.6% | $4,577-27.6% | $4,379-24.4% |
| Participant deferral / active EE | $7,065 | $7,113-0.7% | $6,326+11.7% | $6,730+5.0% |
| Admin fee / account holder | $1,514 | $20,916-92.8% | $17,523-91.4% | $14,365-89.5% |