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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 | $37,468 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 27.44% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,685 | $4,804-44.1% | $4,554-41.1% | $4,156-35.4% |
| Participant deferral / active EE | $8,048 | $8,216-2.0% | $7,897+1.9% | $6,407+25.6% |
| Admin fee / account holder | $2,808 | $14,344-80.4% | $13,129-78.6% | $12,270-77.1% |