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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 | $43,743 | $165,361-73.5% | $149,715-70.8% | $158,950-72.5% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 18.01% | 348.24%-330.2pp | 276.66%-258.7pp | 302.91%-284.9pp |
| Employer contribution / active EE | $2,184 | $5,103-57.2% | $4,645-53.0% | $4,762-54.1% |
| Participant deferral / active EE | $3,886 | $7,182-45.9% | $6,842-43.2% | $5,983-35.1% |
| Admin fee / account holder | $460 | $10,808-95.7% | $9,310-95.1% | $11,248-95.9% |