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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 | $43,850 | $178,174-75.4% | $156,181-71.9% | $137,256-68.1% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 18.95% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,622 | $4,972-67.4% | $4,294-62.2% | $4,156-61.0% |
| Participant deferral / active EE | $9,227 | $6,888+34.0% | $6,132+50.5% | $6,407+44.0% |
| Admin fee / account holder | $2,947 | $17,404-83.1% | $14,586-79.8% | $12,270-76.0% |