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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 | $34,720 | $107,666-67.8% | $102,184-66.0% | $154,746-77.6% |
| Participation rate | 95.0% | 83.7%+11.3pp | 82.6%+12.4pp | 80.7%+14.3pp |
| Annual return | 16.88% | 29.33%-12.4pp | 31.58%-14.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $6,672 | $3,846+73.5% | $3,594+85.7% | $4,379+52.4% |
| Participant deferral / active EE | $12,703 | $8,719+45.7% | $8,309+52.9% | $6,730+88.7% |
| Admin fee / account holder | $10,914 | $12,943-15.7% | $11,609-6.0% | $14,365-24.0% |