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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 | $37,329 | $185,312-79.9% | $161,489-76.9% | $154,746-75.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 21.95% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $3,240 | $4,769-32.1% | $4,268-24.1% | $4,379-26.0% |
| Participant deferral / active EE | $7,019 | $6,350+10.5% | $5,630+24.7% | $6,730+4.3% |
| Admin fee / account holder | $647 | $18,654-96.5% | $16,006-96.0% | $14,365-95.5% |