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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 | $57,350 | $162,136-64.6% | $152,301-62.3% | $154,746-62.9% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 18.81% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,053 | $4,890-58.0% | $4,624-55.6% | $4,379-53.1% |
| Participant deferral / active EE | $10,677 | $8,341+28.0% | $8,004+33.4% | $6,730+58.6% |
| Admin fee / account holder | $1,617 | $15,759-89.7% | $14,398-88.8% | $14,365-88.7% |