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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 | $58,737 | $138,312-57.5% | $122,979-52.2% | $155,188-62.2% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 21.95% | 22.06%-0.1pp | 20.12%+1.8pp | 148.84%-126.9pp |
| Employer contribution / active EE | $7,860 | $3,530+122.6% | $3,062+156.7% | $4,248+85.0% |
| Participant deferral / active EE | $16,955 | $5,592+203.2% | $5,003+238.9% | $6,531+159.6% |
| Admin fee / account holder | $525 | $15,089-96.5% | $12,864-95.9% | $14,480-96.4% |