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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 | $177,156-77.8% | $147,027-73.2% | $154,746-74.6% |
| Participation rate | 95.5% | 79.4%+16.1pp | 73.7%+21.7pp | 80.7%+14.8pp |
| Annual return | 17.94% | 21.94%-4.0pp | 20.23%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,723 | $4,336-37.2% | $3,626-24.9% | $4,379-37.8% |
| Participant deferral / active EE | $6,175 | $5,797+6.5% | $4,933+25.2% | $6,730-8.2% |
| Admin fee / account holder | $421 | $14,904-97.2% | $12,223-96.6% | $14,365-97.1% |