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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 | $39,025 | $114,119-65.8% | $107,187-63.6% | $138,895-71.9% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 79.9%+1.3pp |
| Annual return | 15.95% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,051 | $4,059-49.5% | $3,782-45.8% | $4,194-51.1% |
| Participant deferral / active EE | $7,596 | $5,538+37.2% | $5,096+49.1% | $6,396+18.8% |
| Admin fee / account holder | $18,959 | $10,024+89.1% | $9,162+106.9% | $12,562+50.9% |