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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 | $65,291 | $185,312-64.8% | $161,489-59.6% | $154,746-57.8% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 13.37% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,456 | $4,769-69.5% | $4,268-65.9% | $4,379-66.8% |
| Participant deferral / active EE | $5,954 | $6,350-6.2% | $5,630+5.7% | $6,730-11.5% |
| Admin fee / account holder | $19,100 | $18,654+2.4% | $16,006+19.3% | $14,365+33.0% |