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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 | $43,404 | $178,174-75.6% | $156,181-72.2% | $137,256-68.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 15.92% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,114 | $4,972-77.6% | $4,294-74.0% | $4,156-73.2% |
| Participant deferral / active EE | $5,616 | $6,888-18.5% | $6,132-8.4% | $6,407-12.3% |
| Admin fee / account holder | $5,556 | $17,404-68.1% | $14,586-61.9% | $12,270-54.7% |