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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 | $156,398-72.0% | $147,318-70.3% | $138,895-68.5% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 40.40% | 78.75%-38.3pp | 70.43%-30.0pp | 145.39%-105.0pp |
| Employer contribution / active EE | $2,172 | $4,853-55.2% | $4,593-52.7% | $4,194-48.2% |
| Participant deferral / active EE | $5,251 | $8,237-36.2% | $7,906-33.6% | $6,396-17.9% |
| Admin fee / account holder | $12,732 | $14,976-15.0% | $13,708-7.1% | $12,562+1.4% |