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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 | $33,463 | $154,228-78.3% | $145,433-77.0% | $137,256-75.6% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 78.41% | 74.59%+3.8pp | 66.58%+11.8pp | 220.34%-141.9pp |
| Employer contribution / active EE | $1,129 | $4,804-76.5% | $4,554-75.2% | $4,156-72.8% |
| Participant deferral / active EE | $5,729 | $8,216-30.3% | $7,897-27.5% | $6,407-10.6% |
| Admin fee / account holder | $1,580 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |