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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 | $38,021 | $156,398-75.7% | $147,318-74.2% | $138,895-72.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 18.90% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,327 | $4,853-52.1% | $4,593-49.3% | $4,194-44.5% |
| Participant deferral / active EE | $8,940 | $8,237+8.5% | $7,906+13.1% | $6,396+39.8% |
| Admin fee / account holder | $349 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |