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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 | $35,485 | $165,399-78.5% | $149,745-76.3% | $158,982-77.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 21.01% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $4,037 | $5,105-20.9% | $4,646-13.1% | $4,763-15.2% |
| Participant deferral / active EE | $8,534 | $7,183+18.8% | $6,843+24.7% | $5,983+42.6% |
| Admin fee / account holder | $7,796 | $10,811-27.9% | $9,312-16.3% | $11,252-30.7% |