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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 | $51,199 | $209,336-75.5% | $197,124-74.0% | $137,256-62.7% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 20.80% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,132 | $6,591-22.1% | $6,227-17.6% | $4,156+23.5% |
| Participant deferral / active EE | $9,541 | $9,614-0.8% | $9,135+4.4% | $6,407+48.9% |
| Admin fee / account holder | $1,373 | $17,308-92.1% | $16,298-91.6% | $12,270-88.8% |