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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 | $43,056 | $178,174-75.8% | $156,181-72.4% | $137,256-68.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 14.27% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,214 | $4,972-55.5% | $4,294-48.4% | $4,156-46.7% |
| Participant deferral / active EE | $6,294 | $6,888-8.6% | $6,132+2.6% | $6,407-1.8% |
| Admin fee / account holder | $2,975 | $17,404-82.9% | $14,586-79.6% | $12,270-75.8% |