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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 | $43,473 | $228,352-81.0% | $185,827-76.6% | $158,950-72.7% |
| Participation rate | 95.0% | 82.3%+12.7pp | 78.0%+17.0pp | 82.0%+13.0pp |
| Annual return | 7.84% | 40.81%-33.0pp | 35.96%-28.1pp | 302.91%-295.1pp |
| Employer contribution / active EE | $2,436 | $4,967-51.0% | $4,087-40.4% | $4,762-48.8% |
| Participant deferral / active EE | $5,077 | $6,416-20.9% | $5,633-9.9% | $5,983-15.1% |
| Admin fee / account holder | $15,931 | $11,867+34.3% | $9,502+67.7% | $11,248+41.6% |