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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 | $50,347 | $172,111-70.7% | $150,298-66.5% | $137,256-63.3% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 12.19% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,239 | $4,636-30.1% | $4,154-22.0% | $4,156-22.1% |
| Participant deferral / active EE | $2,212 | $6,166-64.1% | $5,453-59.4% | $6,407-65.5% |
| Admin fee / account holder | $13,468 | $16,471-18.2% | $14,116-4.6% | $12,270+9.8% |