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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 | $30,468 | $114,119-73.3% | $107,187-71.6% | $138,895-78.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 19.76% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $4,474 | $4,059+10.2% | $3,782+18.3% | $4,194+6.7% |
| Participant deferral / active EE | $2,613 | $5,538-52.8% | $5,096-48.7% | $6,396-59.1% |
| Admin fee / account holder | $1,399 | $10,024-86.0% | $9,162-84.7% | $12,562-88.9% |