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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 | $41,445 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 19.87% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,913 | $4,804+2.3% | $4,554+7.9% | $4,156+18.2% |
| Participant deferral / active EE | $18,430 | $8,216+124.3% | $7,897+133.4% | $6,407+187.7% |
| Admin fee / account holder | $1,151 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |