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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 | $71,134 | $126,661-43.8% | $113,397-37.3% | $138,895-48.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.5%+18.5pp | 79.9%+15.1pp |
| Annual return | 19.39% | 25.05%-5.7pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,351 | $3,456+25.9% | $2,977+46.2% | $4,194+3.7% |
| Participant deferral / active EE | $8,912 | $5,693+56.5% | $5,076+75.6% | $6,396+39.3% |
| Admin fee / account holder | $1,764 | $14,549-87.9% | $11,957-85.2% | $12,562-86.0% |