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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 | $29,020 | $154,228-81.2% | $145,433-80.0% | $137,256-78.9% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 24.56% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,740 | $4,804-22.1% | $4,554-17.9% | $4,156-10.0% |
| Participant deferral / active EE | $7,964 | $8,216-3.1% | $7,897+0.8% | $6,407+24.3% |
| Admin fee / account holder | $1,542 | $14,344-89.3% | $13,129-88.3% | $12,270-87.4% |