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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 | $56,042 | $154,228-63.7% | $145,433-61.5% | $137,256-59.2% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,343 | $4,804-51.2% | $4,554-48.6% | $4,156-43.6% |
| Participant deferral / active EE | $4,576 | $8,216-44.3% | $7,897-42.1% | $6,407-28.6% |
| Admin fee / account holder | $7,867 | $14,344-45.2% | $13,129-40.1% | $12,270-35.9% |