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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 | $40,217 | $201,344-80.0% | $184,243-78.2% | $145,877-72.4% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.3pp |
| Annual return | 14.95% | 29.01%-14.1pp | 28.82%-13.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,771 | $7,022-60.5% | $6,427-56.9% | $4,663-40.6% |
| Participant deferral / active EE | $6,429 | $9,807-34.4% | $9,132-29.6% | $6,691-3.9% |
| Admin fee / account holder | $1,789 | $16,382-89.1% | $13,914-87.1% | $13,402-86.6% |