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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 | $30,907 | $154,228-80.0% | $145,433-78.7% | $137,256-77.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,126 | $4,804-34.9% | $4,554-31.4% | $4,156-24.8% |
| Participant deferral / active EE | $7,310 | $8,216-11.0% | $7,897-7.4% | $6,407+14.1% |
| Admin fee / account holder | $13,819 | $14,344-3.7% | $13,129+5.3% | $12,270+12.6% |