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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 | $35,563 | $148,623-76.1% | $135,974-73.8% | $139,466-74.5% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 30.40% | 79.30%-48.9pp | 68.30%-37.9pp | 373.66%-343.3pp |
| Employer contribution / active EE | $4,936 | $5,246-5.9% | $4,859+1.6% | $4,754+3.8% |
| Participant deferral / active EE | $13,804 | $8,103+70.4% | $7,760+77.9% | $6,712+105.7% |
| Admin fee / account holder | $8,675 | $12,406-30.1% | $10,767-19.4% | $11,409-24.0% |