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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 | $51,324 | $156,398-67.2% | $147,318-65.2% | $138,895-63.0% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.3pp | 79.9%+2.4pp |
| Annual return | 17.82% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,771 | $4,853-42.9% | $4,593-39.7% | $4,194-33.9% |
| Participant deferral / active EE | $6,472 | $8,237-21.4% | $7,906-18.1% | $6,396+1.2% |
| Admin fee / account holder | $4,821 | $14,976-67.8% | $13,708-64.8% | $12,562-61.6% |