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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 | $37,924 | $154,228-75.4% | $145,433-73.9% | $137,256-72.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 12.72% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,341 | $4,804-72.1% | $4,554-70.6% | $4,156-67.7% |
| Participant deferral / active EE | $8,996 | $8,216+9.5% | $7,897+13.9% | $6,407+40.4% |
| Admin fee / account holder | $12,596 | $14,344-12.2% | $13,129-4.1% | $12,270+2.7% |