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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 | $36,778 | $156,398-76.5% | $147,318-75.0% | $138,895-73.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.63% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,642 | $4,853-25.0% | $4,593-20.7% | $4,194-13.2% |
| Participant deferral / active EE | $8,082 | $8,237-1.9% | $7,906+2.2% | $6,396+26.4% |
| Admin fee / account holder | $3,498 | $14,976-76.6% | $13,708-74.5% | $12,562-72.2% |