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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 | $37,868 | $165,361-77.1% | $149,715-74.7% | $158,950-76.2% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 26.38% | 348.24%-321.9pp | 276.66%-250.3pp | 302.91%-276.5pp |
| Employer contribution / active EE | $5,232 | $5,103+2.5% | $4,645+12.6% | $4,762+9.9% |
| Participant deferral / active EE | $8,416 | $7,182+17.2% | $6,842+23.0% | $5,983+40.7% |
| Admin fee / account holder | $4,415 | $10,808-59.1% | $9,310-52.6% | $11,248-60.7% |