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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 | $53,542 | $185,312-71.1% | $161,489-66.8% | $154,746-65.4% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 26.57% | 103.84%-77.3pp | 89.72%-63.1pp | 172.34%-145.8pp |
| Employer contribution / active EE | $5,268 | $4,769+10.5% | $4,268+23.4% | $4,379+20.3% |
| Participant deferral / active EE | $4,992 | $6,350-21.4% | $5,630-11.3% | $6,730-25.8% |
| Admin fee / account holder | $768 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |