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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 | $43,488 | $181,062-76.0% | $158,223-72.5% | $155,188-72.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 20.96% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $2,635 | $4,565-42.3% | $4,109-35.9% | $4,248-38.0% |
| Participant deferral / active EE | $4,929 | $6,134-19.6% | $5,467-9.8% | $6,531-24.5% |
| Admin fee / account holder | $550 | $18,825-97.1% | $16,047-96.6% | $14,480-96.2% |