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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 | $88,393 | $162,136-45.5% | $152,301-42.0% | $154,746-42.9% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 11.98% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,245 | $4,890-54.1% | $4,624-51.5% | $4,379-48.7% |
| Participant deferral / active EE | $4,437 | $8,341-46.8% | $8,004-44.6% | $6,730-34.1% |
| Admin fee / account holder | $46,445 | $15,759+194.7% | $14,398+222.6% | $14,365+223.3% |