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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 | $24,270 | $172,111-85.9% | $150,298-83.9% | $137,256-82.3% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 38.49% | 69.37%-30.9pp | 62.79%-24.3pp | 220.34%-181.9pp |
| Employer contribution / active EE | $4,118 | $4,636-11.2% | $4,154-0.9% | $4,156-0.9% |
| Participant deferral / active EE | $5,580 | $6,166-9.5% | $5,453+2.3% | $6,407-12.9% |
| Admin fee / account holder | $5,332 | $16,471-67.6% | $14,116-62.2% | $12,270-56.5% |