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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 | $55,045 | $165,399-66.7% | $149,745-63.2% | $158,982-65.4% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 13.24% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.7pp |
| Employer contribution / active EE | $4,175 | $5,105-18.2% | $4,646-10.1% | $4,763-12.3% |
| Participant deferral / active EE | $8,754 | $7,183+21.9% | $6,843+27.9% | $5,983+46.3% |
| Admin fee / account holder | $14,844 | $10,811+37.3% | $9,312+59.4% | $11,252+31.9% |