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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 | $162,136-80.6% | $152,301-79.3% | $154,746-79.6% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 40.98% | 91.02%-50.0pp | 80.50%-39.5pp | 172.34%-131.4pp |
| Employer contribution / active EE | $5,012 | $4,890+2.5% | $4,624+8.4% | $4,379+14.5% |
| Participant deferral / active EE | $6,554 | $8,341-21.4% | $8,004-18.1% | $6,730-2.6% |
| Admin fee / account holder | $4,305 | $15,759-72.7% | $14,398-70.1% | $14,365-70.0% |