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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 | $196,972-75.8% | $182,262-73.8% | $198,609-76.0% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 19.98% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $2,246 | $5,364-58.1% | $5,046-55.5% | $5,055-55.6% |
| Participant deferral / active EE | $5,248 | $8,643-39.3% | $8,276-36.6% | $6,977-24.8% |
| Admin fee / account holder | $2,979 | $18,429-83.8% | $16,712-82.2% | $19,030-84.3% |