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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 | $50,819 | $149,778-66.1% | $118,946-57.3% | $158,966-68.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 20.93% | 19.95%+1.0pp | 35.89%-15.0pp | 302.95%-282.0pp |
| Employer contribution / active EE | $4,164 | $4,117+1.1% | $3,263+27.6% | $4,762-12.6% |
| Participant deferral / active EE | $11,399 | $5,225+118.2% | $4,266+167.2% | $5,983+90.5% |
| Admin fee / account holder | $5,179 | $8,604-39.8% | $6,581-21.3% | $11,250-54.0% |