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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 | $27,225 | $134,817-79.8% | $123,973-78.0% | $155,188-82.5% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.7%+11.6pp | 80.8%+7.4pp |
| Annual return | 10.57% | 515.49%-504.9pp | 388.13%-377.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $3,474 | $4,425-21.5% | $4,126-15.8% | $4,248-18.2% |
| Participant deferral / active EE | $5,153 | $5,706-9.7% | $5,247-1.8% | $6,531-21.1% |
| Admin fee / account holder | $13,268 | $13,245+0.2% | $11,799+12.5% | $14,480-8.4% |