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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 | $172,111-81.4% | $150,298-78.7% | $137,256-76.7% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 19.77% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,713 | $4,636-19.9% | $4,154-10.6% | $4,156-10.7% |
| Participant deferral / active EE | $6,572 | $6,166+6.6% | $5,453+20.5% | $6,407+2.6% |
| Admin fee / account holder | $567 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |