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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 | $43,018 | $181,062-76.2% | $158,223-72.8% | $155,188-72.3% |
| Participation rate | 95.0% | 82.7%+12.3pp | 79.2%+15.8pp | 80.8%+14.2pp |
| Annual return | 20.64% | 57.39%-36.7pp | 52.09%-31.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $4,182 | $4,565-8.4% | $4,109+1.8% | $4,248-1.6% |
| Participant deferral / active EE | $12,682 | $6,134+106.7% | $5,467+132.0% | $6,531+94.2% |
| Admin fee / account holder | $1,878 | $18,825-90.0% | $16,047-88.3% | $14,480-87.0% |