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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 | $34,720 | $100,970-65.6% | $96,576-64.0% | $137,256-74.7% |
| Participation rate | 95.0% | 82.6%+12.4pp | 81.4%+13.6pp | 80.0%+15.0pp |
| Annual return | 16.88% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,672 | $3,809+75.2% | $3,553+87.8% | $4,156+60.5% |
| Participant deferral / active EE | $12,703 | $8,286+53.3% | $7,956+59.7% | $6,407+98.3% |
| Admin fee / account holder | $10,914 | $11,312-3.5% | $11,381-4.1% | $12,270-11.1% |