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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 | $41,206 | $124,425-66.9% | $112,040-63.2% | $137,256-70.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 10.76% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,939 | $3,411+15.5% | $2,954+33.3% | $4,156-5.2% |
| Participant deferral / active EE | $6,662 | $5,718+16.5% | $5,098+30.7% | $6,407+4.0% |
| Admin fee / account holder | $611 | $15,207-96.0% | $12,098-95.0% | $12,270-95.0% |