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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 | $48,855 | $181,062-73.0% | $158,223-69.1% | $155,188-68.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 21.54% | 57.39%-35.8pp | 52.09%-30.5pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,313 | $4,565-49.3% | $4,109-43.7% | $4,248-45.5% |
| Participant deferral / active EE | $9,374 | $6,134+52.8% | $5,467+71.5% | $6,531+43.5% |
| Admin fee / account holder | $1,902 | $18,825-89.9% | $16,047-88.1% | $14,480-86.9% |