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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 | $30,806 | $178,174-82.7% | $156,181-80.3% | $137,256-77.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 24.57% | 84.19%-59.6pp | 64.87%-40.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,924 | $4,972-21.1% | $4,294-8.6% | $4,156-5.6% |
| Participant deferral / active EE | $8,540 | $6,888+24.0% | $6,132+39.3% | $6,407+33.3% |
| Admin fee / account holder | $7,335 | $17,404-57.9% | $14,586-49.7% | $12,270-40.2% |