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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 | $56,134 | $111,535-49.7% | $105,223-46.7% | $137,256-59.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.18% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,836 | $3,939-53.4% | $3,689-50.2% | $4,156-55.8% |
| Participant deferral / active EE | $6,748 | $5,500+22.7% | $5,072+33.1% | $6,407+5.3% |
| Admin fee / account holder | $1,046 | $9,721-89.2% | $8,859-88.2% | $12,270-91.5% |