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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 | $47,179 | $155,555-69.7% | $146,866-67.9% | $155,188-69.6% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 15.45% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $3,787 | $4,647-18.5% | $4,425-14.4% | $4,248-10.9% |
| Participant deferral / active EE | $13,682 | $8,044+70.1% | $7,759+76.3% | $6,531+109.5% |
| Admin fee / account holder | $39,129 | $14,755+165.2% | $13,620+187.3% | $14,480+170.2% |