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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 | $53,542 | $181,062-70.4% | $158,223-66.2% | $155,188-65.5% |
| Participation rate | 94.1% | 82.7%+11.5pp | 79.2%+14.9pp | 80.8%+13.3pp |
| Annual return | 26.57% | 57.39%-30.8pp | 52.09%-25.5pp | 148.84%-122.3pp |
| Employer contribution / active EE | $5,268 | $4,565+15.4% | $4,109+28.2% | $4,248+24.0% |
| Participant deferral / active EE | $4,992 | $6,134-18.6% | $5,467-8.7% | $6,531-23.6% |
| Admin fee / account holder | $768 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |