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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 | $68,494 | $124,425-45.0% | $112,040-38.9% | $137,256-50.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 22.89% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $12,232 | $3,411+258.6% | $2,954+314.1% | $4,156+194.3% |
| Participant deferral / active EE | $22,868 | $5,718+299.9% | $5,098+348.6% | $6,407+256.9% |
| Admin fee / account holder | $32,164 | $15,207+111.5% | $12,098+165.9% | $12,270+162.1% |