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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 | $41,301 | $211,105-80.4% | $178,449-76.9% | $145,978-71.7% |
| Participation rate | 88.2% | 80.8%+7.5pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 41.66% | 30.19%+11.5pp | 27.09%+14.6pp | 550.52%-508.9pp |
| Employer contribution / active EE | $5,204 | $4,569+13.9% | $3,951+31.7% | $4,662+11.6% |
| Participant deferral / active EE | $7,727 | $6,959+11.0% | $6,277+23.1% | $6,690+15.5% |
| Admin fee / account holder | $5,964 | $12,017-50.4% | $10,362-42.4% | $13,400-55.5% |