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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 | $40,767 | $154,228-73.6% | $145,433-72.0% | $137,256-70.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.15% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,452 | $4,804-7.3% | $4,554-2.2% | $4,156+7.1% |
| Participant deferral / active EE | $9,075 | $8,216+10.5% | $7,897+14.9% | $6,407+41.6% |
| Admin fee / account holder | $2,440 | $14,344-83.0% | $13,129-81.4% | $12,270-80.1% |