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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 | $59,142 | $155,555-62.0% | $146,866-59.7% | $155,188-61.9% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 18.93% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,265 | $4,647-51.3% | $4,425-48.8% | $4,248-46.7% |
| Participant deferral / active EE | $4,579 | $8,044-43.1% | $7,759-41.0% | $6,531-29.9% |
| Admin fee / account holder | $35,268 | $14,755+139.0% | $13,620+158.9% | $14,480+143.6% |