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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 | $36,119 | $154,228-76.6% | $145,433-75.2% | $137,256-73.7% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 15.45% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,368 | $4,804-50.7% | $4,554-48.0% | $4,156-43.0% |
| Participant deferral / active EE | $3,759 | $8,216-54.2% | $7,897-52.4% | $6,407-41.3% |
| Admin fee / account holder | $6,293 | $14,344-56.1% | $13,129-52.1% | $12,270-48.7% |