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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 | $48,883 | $114,119-57.2% | $107,187-54.4% | $138,895-64.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 15.77% | 273.21%-257.4pp | 204.55%-188.8pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,513 | $4,059-62.7% | $3,782-60.0% | $4,194-63.9% |
| Participant deferral / active EE | $12,939 | $5,538+133.6% | $5,096+153.9% | $6,396+102.3% |
| Admin fee / account holder | $3,058 | $10,024-69.5% | $9,162-66.6% | $12,562-75.7% |