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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 | $38,231 | $174,379-78.1% | $152,093-74.9% | $138,895-72.5% |
| Participation rate | 95.5% | 81.6%+13.8pp | 77.8%+17.7pp | 79.9%+15.5pp |
| Annual return | 16.34% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,293 | $4,652-29.2% | $4,175-21.1% | $4,194-21.5% |
| Participant deferral / active EE | $2,065 | $6,159-66.5% | $5,451-62.1% | $6,396-67.7% |
| Admin fee / account holder | $3,459 | $16,880-79.5% | $14,497-76.1% | $12,562-72.5% |