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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 | $39,153 | $156,398-75.0% | $147,318-73.4% | $138,895-71.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 23.88% | 78.75%-54.9pp | 70.43%-46.6pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,858 | $4,853-41.1% | $4,593-37.8% | $4,194-31.9% |
| Participant deferral / active EE | $10,979 | $8,237+33.3% | $7,906+38.9% | $6,396+71.7% |
| Admin fee / account holder | $364 | $14,976-97.6% | $13,708-97.3% | $12,562-97.1% |