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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 | $33,832 | $165,399-79.5% | $149,745-77.4% | $158,982-78.7% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 23.68% | 348.34%-324.7pp | 276.72%-253.0pp | 302.99%-279.3pp |
| Employer contribution / active EE | $4,568 | $5,105-10.5% | $4,646-1.7% | $4,763-4.1% |
| Participant deferral / active EE | $8,073 | $7,183+12.4% | $6,843+18.0% | $5,983+34.9% |
| Admin fee / account holder | $2,306 | $10,811-78.7% | $9,312-75.2% | $11,252-79.5% |