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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 | $40,483 | $154,228-73.8% | $145,433-72.2% | $137,256-70.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.71% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,511 | $4,804-47.7% | $4,554-44.9% | $4,156-39.6% |
| Participant deferral / active EE | $6,757 | $8,216-17.8% | $7,897-14.4% | $6,407+5.5% |
| Admin fee / account holder | $563 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |