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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 | $61,373 | $162,136-62.1% | $152,301-59.7% | $154,746-60.3% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 15.20% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $4,414 | $4,890-9.7% | $4,624-4.6% | $4,379+0.8% |
| Participant deferral / active EE | $2,810 | $8,341-66.3% | $8,004-64.9% | $6,730-58.3% |
| Admin fee / account holder | $6,086 | $15,759-61.4% | $14,398-57.7% | $14,365-57.6% |