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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 | $45,884 | $155,555-70.5% | $146,866-68.8% | $155,188-70.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 19.16% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,265 | $4,647-51.3% | $4,425-48.8% | $4,248-46.7% |
| Participant deferral / active EE | $4,926 | $8,044-38.8% | $7,759-36.5% | $6,531-24.6% |
| Admin fee / account holder | $603 | $14,755-95.9% | $13,620-95.6% | $14,480-95.8% |