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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 | $47,588 | $172,111-72.4% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.94% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,839 | $4,636-38.8% | $4,154-31.7% | $4,156-31.7% |
| Participant deferral / active EE | $10,531 | $6,166+70.8% | $5,453+93.1% | $6,407+64.4% |
| Admin fee / account holder | $23,994 | $16,471+45.7% | $14,116+70.0% | $12,270+95.6% |