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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 | $162,967-75.9% | $135,792-71.0% | $138,895-71.7% |
| Participation rate | 95.5% | 78.3%+17.1pp | 72.6%+22.9pp | 79.9%+15.5pp |
| Annual return | 17.94% | 30.08%-12.1pp | 25.96%-8.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,723 | $4,211-35.3% | $3,496-22.1% | $4,194-35.1% |
| Participant deferral / active EE | $6,175 | $5,640+9.5% | $4,759+29.8% | $6,396-3.5% |
| Admin fee / account holder | $421 | $15,306-97.2% | $12,266-96.6% | $12,562-96.6% |