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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 | $76,640 | $185,312-58.6% | $161,489-52.5% | $154,746-50.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 18.81% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $6,656 | $4,769+39.6% | $4,268+55.9% | $4,379+52.0% |
| Participant deferral / active EE | $11,038 | $6,350+73.8% | $5,630+96.1% | $6,730+64.0% |
| Admin fee / account holder | $354 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |