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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 | $29,438 | $154,228-80.9% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.81% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,208 | $4,804-54.0% | $4,554-51.5% | $4,156-46.9% |
| Participant deferral / active EE | $9,005 | $8,216+9.6% | $7,897+14.0% | $6,407+40.6% |
| Admin fee / account holder | $4,243 | $14,344-70.4% | $13,129-67.7% | $12,270-65.4% |