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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 | $54,067 | $156,398-65.4% | $147,318-63.3% | $138,895-61.1% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 25.58% | 78.75%-53.2pp | 70.43%-44.9pp | 145.39%-119.8pp |
| Employer contribution / active EE | $4,609 | $4,853-5.0% | $4,593+0.4% | $4,194+9.9% |
| Participant deferral / active EE | $11,128 | $8,237+35.1% | $7,906+40.8% | $6,396+74.0% |
| Admin fee / account holder | $5,398 | $14,976-64.0% | $13,708-60.6% | $12,562-57.0% |