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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 | $41,049 | $156,398-73.8% | $147,318-72.1% | $138,895-70.4% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 33.04% | 78.75%-45.7pp | 70.43%-37.4pp | 145.39%-112.4pp |
| Employer contribution / active EE | $2,937 | $4,853-39.5% | $4,593-36.0% | $4,194-30.0% |
| Participant deferral / active EE | $11,746 | $8,237+42.6% | $7,906+48.6% | $6,396+83.6% |
| Admin fee / account holder | $2,238 | $14,976-85.1% | $13,708-83.7% | $12,562-82.2% |