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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 | $42,072 | $166,131-74.7% | $164,975-74.5% | $145,877-71.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 16.02% | 100.37%-84.4pp | 70.12%-54.1pp | 551.28%-535.3pp |
| Employer contribution / active EE | $4,470 | $5,276-15.3% | $4,343+2.9% | $4,663-4.1% |
| Participant deferral / active EE | $3,965 | $6,962-43.0% | $6,033-34.3% | $6,691-40.7% |
| Admin fee / account holder | $3,268 | $16,648-80.4% | $12,688-74.2% | $13,402-75.6% |