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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 | $138,312-48.6% | $122,979-42.2% | $155,188-54.2% |
| Participation rate | 95.0% | 80.2%+14.8pp | 77.2%+17.8pp | 80.8%+14.2pp |
| Annual return | 19.39% | 22.06%-2.7pp | 20.12%-0.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $4,351 | $3,530+23.3% | $3,062+42.1% | $4,248+2.4% |
| Participant deferral / active EE | $8,912 | $5,592+59.4% | $5,003+78.1% | $6,531+36.4% |
| Admin fee / account holder | $1,764 | $15,089-88.3% | $12,864-86.3% | $14,480-87.8% |