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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 | $156,398-64.2% | $147,318-62.0% | $138,895-59.7% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 24.67% | 78.75%-54.1pp | 70.43%-45.8pp | 145.39%-120.7pp |
| Employer contribution / active EE | $2,385 | $4,853-50.8% | $4,593-48.1% | $4,194-43.1% |
| Participant deferral / active EE | $5,102 | $8,237-38.1% | $7,906-35.5% | $6,396-20.2% |
| Admin fee / account holder | $4,078 | $14,976-72.8% | $13,708-70.3% | $12,562-67.5% |