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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 | $46,270 | $113,338-59.2% | $94,993-51.3% | $147,586-68.6% |
| Participation rate | 81.0% | 78.0%+3.0pp | 73.9%+7.1pp | 82.8%-1.9pp |
| Annual return | 16.04% | 20.80%-4.8pp | 27.14%-11.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,835 | $3,160-10.3% | $2,603+8.9% | $4,876-41.9% |
| Participant deferral / active EE | $4,738 | $3,777+25.5% | $3,317+42.8% | $5,439-12.9% |
| Admin fee / account holder | $4,957 | $6,063-18.2% | $4,960-0.1% | $10,886-54.5% |