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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 | $29,939 | $178,174-83.2% | $156,181-80.8% | $137,256-78.2% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.8%+16.2pp | 80.0%+15.0pp |
| Annual return | 17.99% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,929 | $4,972-21.0% | $4,294-8.5% | $4,156-5.5% |
| Participant deferral / active EE | $6,803 | $6,888-1.2% | $6,132+10.9% | $6,407+6.2% |
| Admin fee / account holder | $8,254 | $17,404-52.6% | $14,586-43.4% | $12,270-32.7% |