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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 | $36,847 | $165,399-77.7% | $149,745-75.4% | $158,982-76.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 20.44% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.6pp |
| Employer contribution / active EE | $5,096 | $5,105-0.2% | $4,646+9.7% | $4,763+7.0% |
| Participant deferral / active EE | $11,943 | $7,183+66.3% | $6,843+74.5% | $5,983+99.6% |
| Admin fee / account holder | $3,985 | $10,811-63.1% | $9,312-57.2% | $11,252-64.6% |