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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 | $49,949 | $156,398-68.1% | $147,318-66.1% | $138,895-64.0% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.1pp | 79.9%+1.0pp |
| Annual return | 25.74% | 78.75%-53.0pp | 70.43%-44.7pp | 145.39%-119.7pp |
| Employer contribution / active EE | $3,164 | $4,853-34.8% | $4,593-31.1% | $4,194-24.6% |
| Participant deferral / active EE | $6,144 | $8,237-25.4% | $7,906-22.3% | $6,396-3.9% |
| Admin fee / account holder | $1,086 | $14,976-92.7% | $13,708-92.1% | $12,562-91.4% |