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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 | $35,851 | $154,228-76.8% | $145,433-75.3% | $137,256-73.9% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 25.42% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,645 | $4,804-24.1% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $10,992 | $8,216+33.8% | $7,897+39.2% | $6,407+71.6% |
| Admin fee / account holder | $1,758 | $14,344-87.7% | $13,129-86.6% | $12,270-85.7% |