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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 | $174,379-70.5% | $152,093-66.1% | $138,895-62.9% |
| Participation rate | 94.7% | 81.6%+13.1pp | 77.8%+17.0pp | 79.9%+14.8pp |
| Annual return | 22.37% | 74.86%-52.5pp | 66.36%-44.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $3,881 | $4,652-16.6% | $4,175-7.0% | $4,194-7.5% |
| Participant deferral / active EE | $10,546 | $6,159+71.2% | $5,451+93.4% | $6,396+64.9% |
| Admin fee / account holder | $1,549 | $16,880-90.8% | $14,497-89.3% | $12,562-87.7% |