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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 | $51,465 | $178,174-71.1% | $156,181-67.0% | $137,256-62.5% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.8%+2.4pp | 80.0%+1.3pp |
| Annual return | 16.38% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,460 | $4,972-70.6% | $4,294-66.0% | $4,156-64.9% |
| Participant deferral / active EE | $4,523 | $6,888-34.3% | $6,132-26.2% | $6,407-29.4% |
| Admin fee / account holder | $1,483 | $17,404-91.5% | $14,586-89.8% | $12,270-87.9% |