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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 | $44,701 | $154,228-71.0% | $145,433-69.3% | $137,256-67.4% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 17.77% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,582 | $4,804-46.3% | $4,554-43.3% | $4,156-37.9% |
| Participant deferral / active EE | $9,706 | $8,216+18.1% | $7,897+22.9% | $6,407+51.5% |
| Admin fee / account holder | $8,933 | $14,344-37.7% | $13,129-32.0% | $12,270-27.2% |