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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 | $38,446 | $162,136-76.3% | $152,301-74.8% | $154,746-75.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 20.26% | 91.02%-70.8pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $4,014 | $4,890-17.9% | $4,624-13.2% | $4,379-8.3% |
| Participant deferral / active EE | $7,053 | $8,341-15.4% | $8,004-11.9% | $6,730+4.8% |
| Admin fee / account holder | $3,530 | $15,759-77.6% | $14,398-75.5% | $14,365-75.4% |