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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 | $48,220 | $114,013-57.7% | $103,693-53.5% | $155,188-68.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 15.42% | 49.31%-33.9pp | 47.61%-32.2pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,763 | $3,131-43.7% | $2,920-39.6% | $4,248-58.5% |
| Participant deferral / active EE | $5,304 | $4,970+6.7% | $4,579+15.8% | $6,531-18.8% |
| Admin fee / account holder | $714 | $8,407-91.5% | $7,858-90.9% | $14,480-95.1% |