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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 | $26,847 | $178,174-84.9% | $156,181-82.8% | $137,256-80.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 19.23% | 84.19%-65.0pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,797 | $4,972-23.6% | $4,294-11.6% | $4,156-8.6% |
| Participant deferral / active EE | $6,227 | $6,888-9.6% | $6,132+1.6% | $6,407-2.8% |
| Admin fee / account holder | $3,766 | $17,404-78.4% | $14,586-74.2% | $12,270-69.3% |