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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 | $47,105 | $148,629-68.3% | $135,982-65.4% | $139,487-66.2% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.1pp |
| Annual return | 16.05% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $1,830 | $5,247-65.1% | $4,859-62.3% | $4,755-61.5% |
| Participant deferral / active EE | $7,894 | $8,102-2.6% | $7,760+1.7% | $6,713+17.6% |
| Admin fee / account holder | $1,582 | $12,406-87.3% | $10,767-85.3% | $11,407-86.1% |