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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 | $42,784 | $202,463-78.9% | $169,397-74.7% | $139,487-69.3% |
| Participation rate | 85.0% | 81.1%+3.9pp | 77.2%+7.8pp | 80.3%+4.7pp |
| Annual return | 16.31% | 532.64%-516.3pp | 406.23%-389.9pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,003 | $4,694-57.3% | $4,013-50.1% | $4,755-57.9% |
| Participant deferral / active EE | $3,605 | $6,941-48.1% | $6,223-42.1% | $6,713-46.3% |
| Admin fee / account holder | $2,507 | $10,726-76.6% | $9,017-72.2% | $11,407-78.0% |