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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 | $25,253 | $154,228-83.6% | $145,433-82.6% | $137,256-81.6% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 21.54% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,602 | $4,804-45.8% | $4,554-42.9% | $4,156-37.4% |
| Participant deferral / active EE | $6,831 | $8,216-16.9% | $7,897-13.5% | $6,407+6.6% |
| Admin fee / account holder | $336 | $14,344-97.7% | $13,129-97.4% | $12,270-97.3% |