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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 | $46,682 | $162,136-71.2% | $152,301-69.3% | $154,746-69.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 15.81% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,170 | $4,890-35.2% | $4,624-31.5% | $4,379-27.6% |
| Participant deferral / active EE | $5,531 | $8,341-33.7% | $8,004-30.9% | $6,730-17.8% |
| Admin fee / account holder | $4,012 | $15,759-74.5% | $14,398-72.1% | $14,365-72.1% |