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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 | $49,291 | $156,398-68.5% | $147,318-66.5% | $138,895-64.5% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 16.58% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,932 | $4,853-39.6% | $4,593-36.2% | $4,194-30.1% |
| Participant deferral / active EE | $6,555 | $8,237-20.4% | $7,906-17.1% | $6,396+2.5% |
| Admin fee / account holder | $2,304 | $14,976-84.6% | $13,708-83.2% | $12,562-81.7% |