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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 | $36,428 | $127,296-71.4% | $109,907-66.9% | $167,536-78.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 31.19% | 22.97%+8.2pp | 29.46%+1.7pp | 478.82%-447.6pp |
| Employer contribution / active EE | $4,164 | $3,325+25.2% | $2,844+46.4% | $4,839-14.0% |
| Participant deferral / active EE | $5,160 | $4,513+14.3% | $4,047+27.5% | $6,342-18.6% |
| Admin fee / account holder | $679 | $7,119-90.5% | $6,069-88.8% | $12,315-94.5% |