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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 | $39,153 | $155,555-74.8% | $146,866-73.3% | $155,188-74.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 23.88% | 115.41%-91.5pp | 102.85%-79.0pp | 148.84%-125.0pp |
| Employer contribution / active EE | $2,858 | $4,647-38.5% | $4,425-35.4% | $4,248-32.7% |
| Participant deferral / active EE | $10,979 | $8,044+36.5% | $7,759+41.5% | $6,531+68.1% |
| Admin fee / account holder | $364 | $14,755-97.5% | $13,620-97.3% | $14,480-97.5% |