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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 | $39,737 | $107,666-63.1% | $102,184-61.1% | $154,746-74.3% |
| Participation rate | 95.8% | 83.7%+12.1pp | 82.6%+13.2pp | 80.7%+15.1pp |
| Annual return | 19.78% | 29.33%-9.5pp | 31.58%-11.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $6,302 | $3,846+63.9% | $3,594+75.4% | $4,379+43.9% |
| Participant deferral / active EE | $9,539 | $8,719+9.4% | $8,309+14.8% | $6,730+41.7% |
| Admin fee / account holder | $10,041 | $12,943-22.4% | $11,609-13.5% | $14,365-30.1% |