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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 | $41,278 | $178,174-76.8% | $156,181-73.6% | $137,256-69.9% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 15.50% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,167 | $4,972-56.4% | $4,294-49.5% | $4,156-47.9% |
| Participant deferral / active EE | $3,138 | $6,888-54.4% | $6,132-48.8% | $6,407-51.0% |
| Admin fee / account holder | $731 | $17,404-95.8% | $14,586-95.0% | $12,270-94.0% |