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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 | $126,661-53.6% | $113,397-48.2% | $138,895-57.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 21.95% | 25.05%-3.1pp | 23.20%-1.3pp | 145.39%-123.4pp |
| Employer contribution / active EE | $7,860 | $3,456+127.4% | $2,977+164.0% | $4,194+87.4% |
| Participant deferral / active EE | $16,955 | $5,693+197.8% | $5,076+234.0% | $6,396+165.1% |
| Admin fee / account holder | $525 | $14,549-96.4% | $11,957-95.6% | $12,562-95.8% |