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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 | $44,555 | $154,228-71.1% | $145,433-69.4% | $137,256-67.5% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 24.08% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $5,204 | $4,804+8.3% | $4,554+14.3% | $4,156+25.2% |
| Participant deferral / active EE | $3,230 | $8,216-60.7% | $7,897-59.1% | $6,407-49.6% |
| Admin fee / account holder | $346 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |