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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 | $174,379-76.9% | $152,093-73.6% | $138,895-71.1% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 18.15% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,358 | $4,652-27.8% | $4,175-19.6% | $4,194-19.9% |
| Participant deferral / active EE | $8,503 | $6,159+38.1% | $5,451+56.0% | $6,396+32.9% |
| Admin fee / account holder | $494 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |