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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 | $32,015 | $181,062-82.3% | $158,223-79.8% | $155,188-79.4% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 19.77% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $3,713 | $4,565-18.7% | $4,109-9.6% | $4,248-12.6% |
| Participant deferral / active EE | $6,572 | $6,134+7.1% | $5,467+20.2% | $6,531+0.6% |
| Admin fee / account holder | $567 | $18,825-97.0% | $16,047-96.5% | $14,480-96.1% |