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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 | $39,344 | $156,398-74.8% | $147,318-73.3% | $138,895-71.7% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 18.50% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,380 | $4,853-51.0% | $4,593-48.2% | $4,194-43.3% |
| Participant deferral / active EE | $5,591 | $8,237-32.1% | $7,906-29.3% | $6,396-12.6% |
| Admin fee / account holder | $3,091 | $14,976-79.4% | $13,708-77.5% | $12,562-75.4% |