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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 | $38,774 | $154,228-74.9% | $145,433-73.3% | $137,256-71.8% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 21.10% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,217 | $4,804-12.2% | $4,554-7.4% | $4,156+1.5% |
| Participant deferral / active EE | $7,604 | $8,216-7.5% | $7,897-3.7% | $6,407+18.7% |
| Admin fee / account holder | $2,002 | $14,344-86.0% | $13,129-84.8% | $12,270-83.7% |