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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 | $30,494 | $154,228-80.2% | $145,433-79.0% | $137,256-77.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 25.79% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $5,207 | $4,804+8.4% | $4,554+14.3% | $4,156+25.3% |
| Participant deferral / active EE | $8,767 | $8,216+6.7% | $7,897+11.0% | $6,407+36.8% |
| Admin fee / account holder | $3,617 | $14,344-74.8% | $13,129-72.4% | $12,270-70.5% |