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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 | $54,837 | $162,136-66.2% | $152,301-64.0% | $154,746-64.6% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 20.63% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $3,672 | $4,890-24.9% | $4,624-20.6% | $4,379-16.1% |
| Participant deferral / active EE | $7,685 | $8,341-7.9% | $8,004-4.0% | $6,730+14.2% |
| Admin fee / account holder | $6,024 | $15,759-61.8% | $14,398-58.2% | $14,365-58.1% |