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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 | $41,494 | $223,823-81.5% | $211,142-80.3% | $154,746-73.2% |
| Participation rate | 93.8% | 87.9%+5.9pp | 87.3%+6.5pp | 80.7%+13.0pp |
| Annual return | 11.49% | 50.39%-38.9pp | 46.84%-35.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $4,416 | $6,787-34.9% | $6,442-31.5% | $4,379+0.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,453 | $19,707-26.7% | $19,076-24.2% | $14,365+0.6% |