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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 | $39,737 | $100,970-60.6% | $96,576-58.9% | $137,256-71.0% |
| Participation rate | 95.8% | 82.6%+13.2pp | 81.4%+14.4pp | 80.0%+15.9pp |
| Annual return | 19.78% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,302 | $3,809+65.4% | $3,553+77.4% | $4,156+51.6% |
| Participant deferral / active EE | $9,539 | $8,286+15.1% | $7,956+19.9% | $6,407+48.9% |
| Admin fee / account holder | $10,041 | $11,312-11.2% | $11,381-11.8% | $12,270-18.2% |