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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 | $29,873 | $157,304-81.0% | $141,197-78.8% | $152,909-80.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 18.34% | 64.34%-46.0pp | 71.41%-53.1pp | 345.46%-327.1pp |
| Employer contribution / active EE | $5,573 | $5,263+5.9% | $4,736+17.7% | $4,764+17.0% |
| Participant deferral / active EE | $2,702 | $7,111-62.0% | $6,710-59.7% | $5,851-53.8% |
| Admin fee / account holder | $1,577 | $12,126-87.0% | $10,265-84.6% | $11,601-86.4% |