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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 | $42,987 | $172,111-75.0% | $150,298-71.4% | $137,256-68.7% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 25.15% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,972 | $4,636-57.5% | $4,154-52.5% | $4,156-52.5% |
| Participant deferral / active EE | $8,081 | $6,166+31.1% | $5,453+48.2% | $6,407+26.1% |
| Admin fee / account holder | $327 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |