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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 | $43,627 | $201,370-78.3% | $184,256-76.3% | $145,897-70.1% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 11.95% | 29.05%-17.1pp | 28.85%-16.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,862 | $7,024-59.2% | $6,427-55.5% | $4,663-38.6% |
| Participant deferral / active EE | $3,274 | $9,808-66.6% | $9,133-64.1% | $6,689-51.1% |
| Admin fee / account holder | $4,722 | $16,364-71.1% | $13,899-66.0% | $13,390-64.7% |