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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 | $35,767 | $157,304-77.3% | $141,197-74.7% | $152,909-76.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.65% | 64.34%-39.7pp | 71.41%-46.8pp | 345.46%-320.8pp |
| Employer contribution / active EE | $5,780 | $5,263+9.8% | $4,736+22.0% | $4,764+21.3% |
| Participant deferral / active EE | $2,395 | $7,111-66.3% | $6,710-64.3% | $5,851-59.1% |
| Admin fee / account holder | $483 | $12,126-96.0% | $10,265-95.3% | $11,601-95.8% |