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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 | $156,398-71.4% | $147,318-69.7% | $138,895-67.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.70% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,338 | $4,853-31.2% | $4,593-27.3% | $4,194-20.4% |
| Participant deferral / active EE | $5,321 | $8,237-35.4% | $7,906-32.7% | $6,396-16.8% |
| Admin fee / account holder | $5,177 | $14,976-65.4% | $13,708-62.2% | $12,562-58.8% |