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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 | $47,411 | $154,228-69.3% | $145,433-67.4% | $137,256-65.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.14% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,138 | $4,804+27.8% | $4,554+34.8% | $4,156+47.7% |
| Participant deferral / active EE | $18,003 | $8,216+119.1% | $7,897+128.0% | $6,407+181.0% |
| Admin fee / account holder | $30,268 | $14,344+111.0% | $13,129+130.5% | $12,270+146.7% |