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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 | $30,239 | $108,942-72.2% | $100,415-69.9% | $145,897-79.3% |
| Participation rate | 93.3% | 83.0%+10.4pp | 81.5%+11.8pp | 80.3%+13.0pp |
| Annual return | 16.33% | 58.27%-41.9pp | 49.47%-33.1pp | 552.29%-536.0pp |
| Employer contribution / active EE | $4,314 | $4,422-2.4% | $3,943+9.4% | $4,663-7.5% |
| Participant deferral / active EE | $8,784 | $8,461+3.8% | $8,091+8.6% | $6,689+31.3% |
| Admin fee / account holder | $11,311 | $9,702+16.6% | $7,906+43.1% | $13,390-15.5% |