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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 | $31,534 | $154,228-79.6% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 40.98% | 74.59%-33.6pp | 66.58%-25.6pp | 220.34%-179.4pp |
| Employer contribution / active EE | $5,012 | $4,804+4.3% | $4,554+10.1% | $4,156+20.6% |
| Participant deferral / active EE | $6,554 | $8,216-20.2% | $7,897-17.0% | $6,407+2.3% |
| Admin fee / account holder | $4,305 | $14,344-70.0% | $13,129-67.2% | $12,270-64.9% |