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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 | $24,803 | $154,228-83.9% | $145,433-82.9% | $137,256-81.9% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 17.54% | 74.59%-57.1pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,962 | $4,804-38.3% | $4,554-35.0% | $4,156-28.7% |
| Participant deferral / active EE | $8,751 | $8,216+6.5% | $7,897+10.8% | $6,407+36.6% |
| Admin fee / account holder | $7,645 | $14,344-46.7% | $13,129-41.8% | $12,270-37.7% |