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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 | $148,623-68.3% | $135,974-65.3% | $139,466-66.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.12% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,936 | $5,246-44.0% | $4,859-39.6% | $4,754-38.2% |
| Participant deferral / active EE | $7,199 | $8,103-11.2% | $7,760-7.2% | $6,712+7.3% |
| Admin fee / account holder | $2,399 | $12,406-80.7% | $10,767-77.7% | $11,409-79.0% |