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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 | $162,136-81.2% | $152,301-80.0% | $154,746-80.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 25.79% | 91.02%-65.2pp | 80.50%-54.7pp | 172.34%-146.5pp |
| Employer contribution / active EE | $5,207 | $4,890+6.5% | $4,624+12.6% | $4,379+18.9% |
| Participant deferral / active EE | $8,767 | $8,341+5.1% | $8,004+9.5% | $6,730+30.3% |
| Admin fee / account holder | $3,617 | $15,759-77.0% | $14,398-74.9% | $14,365-74.8% |