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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 | $43,365 | $114,013-62.0% | $103,693-58.2% | $155,188-72.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 19.52% | 49.31%-29.8pp | 47.61%-28.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,360 | $3,131+7.3% | $2,920+15.1% | $4,248-20.9% |
| Participant deferral / active EE | $5,127 | $4,970+3.2% | $4,579+12.0% | $6,531-21.5% |
| Admin fee / account holder | $1,646 | $8,407-80.4% | $7,858-79.1% | $14,480-88.6% |