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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 | $58,519 | $154,228-62.1% | $145,433-59.8% | $137,256-57.4% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 15.44% | 74.59%-59.2pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,697 | $4,804-43.9% | $4,554-40.8% | $4,156-35.1% |
| Participant deferral / active EE | $3,884 | $8,216-52.7% | $7,897-50.8% | $6,407-39.4% |
| Admin fee / account holder | $4,128 | $14,344-71.2% | $13,129-68.6% | $12,270-66.4% |