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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 | $33,991 | $154,228-78.0% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.14% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,193 | $4,804-12.7% | $4,554-7.9% | $4,156+0.9% |
| Participant deferral / active EE | $7,130 | $8,216-13.2% | $7,897-9.7% | $6,407+11.3% |
| Admin fee / account holder | $13,038 | $14,344-9.1% | $13,129-0.7% | $12,270+6.3% |