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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 | $51,040 | $154,228-66.9% | $145,433-64.9% | $137,256-62.8% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 27.30% | 74.59%-47.3pp | 66.58%-39.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,237 | $4,804-74.3% | $4,554-72.8% | $4,156-70.2% |
| Participant deferral / active EE | $16,574 | $8,216+101.7% | $7,897+109.9% | $6,407+158.7% |
| Admin fee / account holder | $3,787 | $14,344-73.6% | $13,129-71.2% | $12,270-69.1% |