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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 | $201,344-78.3% | $184,243-76.3% | $145,877-70.1% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 11.95% | 29.01%-17.1pp | 28.82%-16.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,862 | $7,022-59.2% | $6,427-55.5% | $4,663-38.6% |
| Participant deferral / active EE | $3,274 | $9,807-66.6% | $9,132-64.1% | $6,691-51.1% |
| Admin fee / account holder | $4,722 | $16,382-71.2% | $13,914-66.1% | $13,402-64.8% |