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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 | $36,598 | $228,352-84.0% | $185,835-80.3% | $158,966-77.0% |
| Participation rate | 92.9% | 82.3%+10.5pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 21.09% | 40.81%-19.7pp | 35.96%-14.9pp | 302.95%-281.9pp |
| Employer contribution / active EE | $5,955 | $4,967+19.9% | $4,087+45.7% | $4,762+25.0% |
| Participant deferral / active EE | $5,429 | $6,416-15.4% | $5,633-3.6% | $5,983-9.3% |
| Admin fee / account holder | $3,048 | $11,867-74.3% | $9,502-67.9% | $11,250-72.9% |