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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 | $39,351 | $161,352-75.6% | $134,172-70.7% | $137,256-71.3% |
| Participation rate | 95.5% | 78.3%+17.2pp | 72.5%+23.0pp | 80.0%+15.5pp |
| Annual return | 17.94% | 28.72%-10.8pp | 25.30%-7.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,723 | $4,099-33.6% | $3,420-20.4% | $4,156-34.5% |
| Participant deferral / active EE | $6,175 | $5,552+11.2% | $4,690+31.7% | $6,407-3.6% |
| Admin fee / account holder | $421 | $15,028-97.2% | $12,016-96.5% | $12,270-96.6% |