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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 | $41,324 | $165,381-75.0% | $149,730-72.4% | $158,966-74.0% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 22.76% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.2pp |
| Employer contribution / active EE | $5,709 | $5,104+11.9% | $4,645+22.9% | $4,762+19.9% |
| Participant deferral / active EE | $13,653 | $7,182+90.1% | $6,843+99.5% | $5,983+128.2% |
| Admin fee / account holder | $8,145 | $10,809-24.6% | $9,310-12.5% | $11,250-27.6% |