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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 | $86,348 | $162,136-46.7% | $152,301-43.3% | $154,746-44.2% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 15.69% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,244 | $4,890-74.6% | $4,624-73.1% | $4,379-71.6% |
| Participant deferral / active EE | $3,396 | $8,341-59.3% | $8,004-57.6% | $6,730-49.5% |
| Admin fee / account holder | $34,846 | $15,759+121.1% | $14,398+142.0% | $14,365+142.6% |