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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 | $76,165 | $156,398-51.3% | $147,318-48.3% | $138,895-45.2% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 19.62% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,977 | $4,853-38.7% | $4,593-35.2% | $4,194-29.0% |
| Participant deferral / active EE | $14,668 | $8,237+78.1% | $7,906+85.5% | $6,396+129.3% |
| Admin fee / account holder | $620 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |