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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 | $37,512 | $165,361-77.3% | $149,715-74.9% | $158,950-76.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 25.51% | 348.24%-322.7pp | 276.66%-251.1pp | 302.91%-277.4pp |
| Employer contribution / active EE | $1,048 | $5,103-79.5% | $4,645-77.4% | $4,762-78.0% |
| Participant deferral / active EE | $3,995 | $7,182-44.4% | $6,842-41.6% | $5,983-33.2% |
| Admin fee / account holder | $11,631 | $10,808+7.6% | $9,310+24.9% | $11,248+3.4% |