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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 | $37,840 | $165,399-77.1% | $149,745-74.7% | $158,982-76.2% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 21.53% | 348.34%-326.8pp | 276.72%-255.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $3,161 | $5,105-38.1% | $4,646-32.0% | $4,763-33.6% |
| Participant deferral / active EE | $9,176 | $7,183+27.7% | $6,843+34.1% | $5,983+53.4% |
| Admin fee / account holder | $387 | $10,811-96.4% | $9,312-95.8% | $11,252-96.6% |