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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 | $43,749 | $154,228-71.6% | $145,433-69.9% | $137,256-68.1% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 40.40% | 74.59%-34.2pp | 66.58%-26.2pp | 220.34%-179.9pp |
| Employer contribution / active EE | $2,172 | $4,804-54.8% | $4,554-52.3% | $4,156-47.7% |
| Participant deferral / active EE | $5,251 | $8,216-36.1% | $7,897-33.5% | $6,407-18.0% |
| Admin fee / account holder | $12,732 | $14,344-11.2% | $13,129-3.0% | $12,270+3.8% |