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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 | $46,147 | $129,737-64.4% | $119,126-61.3% | $154,746-70.2% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 12.14% | 379.08%-366.9pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,173 | $4,375-50.3% | $4,034-46.1% | $4,379-50.4% |
| Participant deferral / active EE | $2,686 | $5,842-54.0% | $5,318-49.5% | $6,730-60.1% |
| Admin fee / account holder | $4,287 | $11,961-64.2% | $10,693-59.9% | $14,365-70.2% |