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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 | $72,940 | $154,228-52.7% | $145,433-49.8% | $137,256-46.9% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 16.19% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,715 | $4,804+39.8% | $4,554+47.4% | $4,156+61.6% |
| Participant deferral / active EE | $7,210 | $8,216-12.2% | $7,897-8.7% | $6,407+12.5% |
| Admin fee / account holder | $609 | $14,344-95.8% | $13,129-95.4% | $12,270-95.0% |