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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 | $45,239 | $108,882-58.5% | $96,754-53.2% | $154,746-70.8% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 19.23% | 98.39%-79.2pp | 82.04%-62.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,913 | $3,018-3.5% | $2,679+8.7% | $4,379-33.5% |
| Participant deferral / active EE | $3,923 | $5,323-26.3% | $4,758-17.5% | $6,730-41.7% |
| Admin fee / account holder | $3,610 | $10,200-64.6% | $8,905-59.5% | $14,365-74.9% |