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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 | $26,758 | $154,228-82.7% | $145,433-81.6% | $137,256-80.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 14.67% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,731 | $4,804-43.2% | $4,554-40.0% | $4,156-34.3% |
| Participant deferral / active EE | $6,166 | $8,216-25.0% | $7,897-21.9% | $6,407-3.8% |
| Admin fee / account holder | $3,922 | $14,344-72.7% | $13,129-70.1% | $12,270-68.0% |