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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 | $44,680 | $162,136-72.4% | $152,301-70.7% | $154,746-71.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 15.70% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,338 | $4,890-31.8% | $4,624-27.8% | $4,379-23.8% |
| Participant deferral / active EE | $5,321 | $8,341-36.2% | $8,004-33.5% | $6,730-20.9% |
| Admin fee / account holder | $5,177 | $15,759-67.2% | $14,398-64.0% | $14,365-64.0% |