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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 | $37,927 | $100,970-62.4% | $96,576-60.7% | $137,256-72.4% |
| Participation rate | 94.4% | 82.6%+11.8pp | 81.4%+13.0pp | 80.0%+14.5pp |
| Annual return | 23.22% | 38.16%-14.9pp | 38.47%-15.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,998 | $3,809+5.0% | $3,553+12.5% | $4,156-3.8% |
| Participant deferral / active EE | $8,942 | $8,286+7.9% | $7,956+12.4% | $6,407+39.6% |
| Admin fee / account holder | $1,137 | $11,312-89.9% | $11,381-90.0% | $12,270-90.7% |