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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 | $31,646 | $148,629-78.7% | $135,982-76.7% | $139,487-77.3% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 19.25% | 79.33%-60.1pp | 68.32%-49.1pp | 373.84%-354.6pp |
| Employer contribution / active EE | $5,674 | $5,247+8.2% | $4,859+16.8% | $4,755+19.3% |
| Participant deferral / active EE | $10,383 | $8,102+28.1% | $7,760+33.8% | $6,713+54.7% |
| Admin fee / account holder | $2,113 | $12,406-83.0% | $10,767-80.4% | $11,407-81.5% |