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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 | $34,302 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 18.04% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,927 | $4,804-39.1% | $4,554-35.7% | $4,156-29.6% |
| Participant deferral / active EE | $5,547 | $8,216-32.5% | $7,897-29.8% | $6,407-13.4% |
| Admin fee / account holder | $12,257 | $14,344-14.5% | $13,129-6.6% | $12,270-0.1% |