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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 | $43,156 | $165,361-73.9% | $149,715-71.2% | $158,950-72.8% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 16.05% | 348.24%-332.2pp | 276.66%-260.6pp | 302.91%-286.9pp |
| Employer contribution / active EE | $5,632 | $5,103+10.4% | $4,645+21.2% | $4,762+18.3% |
| Participant deferral / active EE | $5,998 | $7,182-16.5% | $6,842-12.3% | $5,983+0.3% |
| Admin fee / account holder | $1,144 | $10,808-89.4% | $9,310-87.7% | $11,248-89.8% |