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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 | $45,897 | $196,972-76.7% | $182,262-74.8% | $198,609-76.9% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 19.36% | 158.27%-138.9pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $2,652 | $5,364-50.6% | $5,046-47.4% | $5,055-47.5% |
| Participant deferral / active EE | $4,182 | $8,643-51.6% | $8,276-49.5% | $6,977-40.1% |
| Admin fee / account holder | $389 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |