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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 | $55,915 | $162,136-65.5% | $152,301-63.3% | $154,746-63.9% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 24.67% | 91.02%-66.4pp | 80.50%-55.8pp | 172.34%-147.7pp |
| Employer contribution / active EE | $2,385 | $4,890-51.2% | $4,624-48.4% | $4,379-45.5% |
| Participant deferral / active EE | $5,102 | $8,341-38.8% | $8,004-36.3% | $6,730-24.2% |
| Admin fee / account holder | $4,078 | $15,759-74.1% | $14,398-71.7% | $14,365-71.6% |