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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 | $48,487 | $114,119-57.5% | $107,187-54.8% | $138,895-65.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 17.83% | 273.21%-255.4pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,335 | $4,059-67.1% | $3,782-64.7% | $4,194-68.2% |
| Participant deferral / active EE | $6,379 | $5,538+15.2% | $5,096+25.2% | $6,396-0.3% |
| Admin fee / account holder | $2,243 | $10,024-77.6% | $9,162-75.5% | $12,562-82.1% |