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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 | $51,514 | $181,062-71.5% | $158,223-67.4% | $155,188-66.8% |
| Participation rate | 94.7% | 82.7%+12.1pp | 79.2%+15.5pp | 80.8%+13.9pp |
| Annual return | 22.37% | 57.39%-35.0pp | 52.09%-29.7pp | 148.84%-126.5pp |
| Employer contribution / active EE | $3,881 | $4,565-15.0% | $4,109-5.5% | $4,248-8.6% |
| Participant deferral / active EE | $10,546 | $6,134+71.9% | $5,467+92.9% | $6,531+61.5% |
| Admin fee / account holder | $1,549 | $18,825-91.8% | $16,047-90.3% | $14,480-89.3% |