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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 | $43,386 | $154,228-71.9% | $145,433-70.2% | $137,256-68.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 14.71% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,672 | $4,804-44.4% | $4,554-41.3% | $4,156-35.7% |
| Participant deferral / active EE | $7,828 | $8,216-4.7% | $7,897-0.9% | $6,407+22.2% |
| Admin fee / account holder | $502 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |