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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 | $40,209 | $172,111-76.6% | $150,298-73.2% | $137,256-70.7% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 18.15% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,358 | $4,636-27.6% | $4,154-19.2% | $4,156-19.2% |
| Participant deferral / active EE | $8,503 | $6,166+37.9% | $5,453+55.9% | $6,407+32.7% |
| Admin fee / account holder | $494 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |