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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 | $47,742 | $162,136-70.6% | $152,301-68.7% | $154,746-69.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 19.98% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,246 | $4,890-54.1% | $4,624-51.4% | $4,379-48.7% |
| Participant deferral / active EE | $5,248 | $8,341-37.1% | $8,004-34.4% | $6,730-22.0% |
| Admin fee / account holder | $2,979 | $15,759-81.1% | $14,398-79.3% | $14,365-79.3% |