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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 | $196,972-76.3% | $182,262-74.4% | $198,609-76.5% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 15.81% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $3,170 | $5,364-40.9% | $5,046-37.2% | $5,055-37.3% |
| Participant deferral / active EE | $5,531 | $8,643-36.0% | $8,276-33.2% | $6,977-20.7% |
| Admin fee / account holder | $4,012 | $18,429-78.2% | $16,712-76.0% | $19,030-78.9% |