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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 | $27,738 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 35.08% | 74.59%-39.5pp | 66.58%-31.5pp | 220.34%-185.3pp |
| Employer contribution / active EE | $2,623 | $4,804-45.4% | $4,554-42.4% | $4,156-36.9% |
| Participant deferral / active EE | $4,096 | $8,216-50.2% | $7,897-48.1% | $6,407-36.1% |
| Admin fee / account holder | $2,715 | $14,344-81.1% | $13,129-79.3% | $12,270-77.9% |