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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 | $43,555 | $156,398-72.2% | $147,318-70.4% | $138,895-68.6% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 19.28% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $4,204 | $4,853-13.4% | $4,593-8.5% | $4,194+0.2% |
| Participant deferral / active EE | $6,754 | $8,237-18.0% | $7,906-14.6% | $6,396+5.6% |
| Admin fee / account holder | $3,491 | $14,976-76.7% | $13,708-74.5% | $12,562-72.2% |