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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 | $42,561 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 16.45% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,895 | $4,804+22.7% | $4,554+29.4% | $4,156+41.8% |
| Participant deferral / active EE | $4,031 | $8,216-50.9% | $7,897-49.0% | $6,407-37.1% |
| Admin fee / account holder | $5,147 | $14,344-64.1% | $13,129-60.8% | $12,270-58.1% |