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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 | $39,367 | $154,228-74.5% | $145,433-72.9% | $137,256-71.3% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.2pp | 80.0%+6.4pp |
| Annual return | 21.75% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,206 | $4,804+8.4% | $4,554+14.3% | $4,156+25.3% |
| Participant deferral / active EE | $10,081 | $8,216+22.7% | $7,897+27.6% | $6,407+57.3% |
| Admin fee / account holder | $2,568 | $14,344-82.1% | $13,129-80.4% | $12,270-79.1% |