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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 | $46,850 | $107,368-56.4% | $92,915-49.6% | $152,909-69.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 23.18% | 145.64%-122.5pp | 109.45%-86.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,386 | $4,222-43.5% | $3,653-34.7% | $4,764-49.9% |
| Participant deferral / active EE | $5,423 | $4,848+11.9% | $4,238+28.0% | $5,851-7.3% |
| Admin fee / account holder | $746 | $7,082-89.5% | $5,796-87.1% | $11,601-93.6% |