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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 | $33,994 | $102,938-67.0% | $94,105-63.9% | $138,895-75.5% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 20.71% | 250.28%-229.6pp | 204.55%-183.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,280 | $2,732+20.1% | $2,504+31.0% | $4,194-21.8% |
| Participant deferral / active EE | $8,104 | $4,196+93.1% | $3,881+108.8% | $6,396+26.7% |
| Admin fee / account holder | $8,754 | $6,600+32.6% | $6,199+41.2% | $12,562-30.3% |