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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 | $46,799 | $208,088-77.5% | $186,193-74.9% | $154,746-69.8% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 15.80% | 89.97%-74.2pp | 78.03%-62.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,428 | $4,340-21.0% | $3,918-12.5% | $4,379-21.7% |
| Participant deferral / active EE | $4,280 | $7,078-39.5% | $6,513-34.3% | $6,730-36.4% |
| Admin fee / account holder | $2,677 | $11,698-77.1% | $11,058-75.8% | $14,365-81.4% |