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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 | $43,703 | $172,111-74.6% | $150,298-70.9% | $137,256-68.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 17.35% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,702 | $4,636+1.4% | $4,154+13.2% | $4,156+13.1% |
| Participant deferral / active EE | $7,722 | $6,166+25.2% | $5,453+41.6% | $6,407+20.5% |
| Admin fee / account holder | $1,286 | $16,471-92.2% | $14,116-90.9% | $12,270-89.5% |