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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 | $107,666-64.8% | $102,184-62.9% | $154,746-75.5% |
| Participation rate | 94.4% | 83.7%+10.7pp | 82.6%+11.8pp | 80.7%+13.7pp |
| Annual return | 23.22% | 29.33%-6.1pp | 31.58%-8.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $3,998 | $3,846+4.0% | $3,594+11.3% | $4,379-8.7% |
| Participant deferral / active EE | $8,942 | $8,719+2.6% | $8,309+7.6% | $6,730+32.9% |
| Admin fee / account holder | $1,137 | $12,943-91.2% | $11,609-90.2% | $14,365-92.1% |