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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 | $38,564 | $100,970-61.8% | $96,576-60.1% | $137,256-71.9% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 13.78% | 38.16%-24.4pp | 38.47%-24.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,692 | $3,809+49.4% | $3,553+60.2% | $4,156+37.0% |
| Participant deferral / active EE | $6,985 | $8,286-15.7% | $7,956-12.2% | $6,407+9.0% |
| Admin fee / account holder | $26,315 | $11,312+132.6% | $11,381+131.2% | $12,270+114.5% |