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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 | $44,305 | $148,558-70.2% | $135,925-67.4% | $139,427-68.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 23.02% | 79.22%-56.2pp | 68.25%-45.2pp | 373.27%-350.2pp |
| Employer contribution / active EE | $2,659 | $5,244-49.3% | $4,857-45.3% | $4,752-44.0% |
| Participant deferral / active EE | $3,270 | $8,101-59.6% | $7,759-57.9% | $6,711-51.3% |
| Admin fee / account holder | $1,895 | $12,401-84.7% | $10,764-82.4% | $11,404-83.4% |