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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 | $51,646 | $178,174-71.0% | $156,181-66.9% | $137,256-62.4% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.8%+3.5pp | 80.0%+2.4pp |
| Annual return | 13.51% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,536 | $4,972-69.1% | $4,294-64.2% | $4,156-63.0% |
| Participant deferral / active EE | $3,343 | $6,888-51.5% | $6,132-45.5% | $6,407-47.8% |
| Admin fee / account holder | $8,904 | $17,404-48.8% | $14,586-39.0% | $12,270-27.4% |