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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 | $62,393 | $154,228-59.5% | $145,433-57.1% | $137,256-54.5% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 18.59% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,908 | $4,804-60.3% | $4,554-58.1% | $4,156-54.1% |
| Participant deferral / active EE | $8,167 | $8,216-0.6% | $7,897+3.4% | $6,407+27.5% |
| Admin fee / account holder | $1,918 | $14,344-86.6% | $13,129-85.4% | $12,270-84.4% |