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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 | $25,463 | $156,398-83.7% | $147,318-82.7% | $138,895-81.7% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 35.95% | 78.75%-42.8pp | 70.43%-34.5pp | 145.39%-109.4pp |
| Employer contribution / active EE | $6,180 | $4,853+27.3% | $4,593+34.6% | $4,194+47.4% |
| Participant deferral / active EE | $8,876 | $8,237+7.7% | $7,906+12.3% | $6,396+38.8% |
| Admin fee / account holder | $1,200 | $14,976-92.0% | $13,708-91.2% | $12,562-90.4% |