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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 | $48,948 | $148,558-67.1% | $135,925-64.0% | $139,427-64.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.78% | 79.22%-62.4pp | 68.25%-51.5pp | 373.27%-356.5pp |
| Employer contribution / active EE | $5,726 | $5,244+9.2% | $4,857+17.9% | $4,752+20.5% |
| Participant deferral / active EE | $15,137 | $8,101+86.8% | $7,759+95.1% | $6,711+125.6% |
| Admin fee / account holder | $5,503 | $12,401-55.6% | $10,764-48.9% | $11,404-51.7% |