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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 | $34,739 | $165,399-79.0% | $149,745-76.8% | $158,982-78.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 20.48% | 348.34%-327.9pp | 276.72%-256.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $5,369 | $5,105+5.2% | $4,646+15.6% | $4,763+12.7% |
| Participant deferral / active EE | $4,632 | $7,183-35.5% | $6,843-32.3% | $5,983-22.6% |
| Admin fee / account holder | $394 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |