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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 | $45,673 | $154,228-70.4% | $145,433-68.6% | $137,256-66.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,371 | $4,804-29.8% | $4,554-26.0% | $4,156-18.9% |
| Participant deferral / active EE | $6,889 | $8,216-16.2% | $7,897-12.8% | $6,407+7.5% |
| Admin fee / account holder | $12,037 | $14,344-16.1% | $13,129-8.3% | $12,270-1.9% |