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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 | $28,186 | $154,228-81.7% | $145,433-80.6% | $137,256-79.5% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 18.82% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,389 | $4,804-29.5% | $4,554-25.6% | $4,156-18.5% |
| Participant deferral / active EE | $4,975 | $8,216-39.4% | $7,897-37.0% | $6,407-22.3% |
| Admin fee / account holder | $1,976 | $14,344-86.2% | $13,129-85.0% | $12,270-83.9% |