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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 | $126,661-67.5% | $113,397-63.7% | $138,895-70.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 10.76% | 25.05%-14.3pp | 23.20%-12.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $3,939 | $3,456+14.0% | $2,977+32.3% | $4,194-6.1% |
| Participant deferral / active EE | $6,662 | $5,693+17.0% | $5,076+31.2% | $6,396+4.2% |
| Admin fee / account holder | $611 | $14,549-95.8% | $11,957-94.9% | $12,562-95.1% |