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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 | $48,238 | $100,970-52.2% | $96,576-50.1% | $137,256-64.9% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 25.26% | 38.16%-12.9pp | 38.47%-13.2pp | 220.34%-195.1pp |
| Employer contribution / active EE | $4,362 | $3,809+14.5% | $3,553+22.8% | $4,156+5.0% |
| Participant deferral / active EE | $15,478 | $8,286+86.8% | $7,956+94.5% | $6,407+141.6% |
| Admin fee / account holder | $5,154 | $11,312-54.4% | $11,381-54.7% | $12,270-58.0% |