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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 | $50,663 | $162,136-68.8% | $152,301-66.7% | $154,746-67.3% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 24.95% | 91.02%-66.1pp | 80.50%-55.5pp | 172.34%-147.4pp |
| Employer contribution / active EE | $5,203 | $4,890+6.4% | $4,624+12.5% | $4,379+18.8% |
| Participant deferral / active EE | $14,749 | $8,341+76.8% | $8,004+84.3% | $6,730+119.1% |
| Admin fee / account holder | $903 | $15,759-94.3% | $14,398-93.7% | $14,365-93.7% |