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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 | $162,136-73.8% | $152,301-72.1% | $154,746-72.5% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 16.45% | 91.02%-74.6pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $5,895 | $4,890+20.6% | $4,624+27.5% | $4,379+34.6% |
| Participant deferral / active EE | $4,031 | $8,341-51.7% | $8,004-49.6% | $6,730-40.1% |
| Admin fee / account holder | $5,147 | $15,759-67.3% | $14,398-64.2% | $14,365-64.2% |