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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 | $48,390 | $154,228-68.6% | $145,433-66.7% | $137,256-64.7% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 20.77% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,877 | $4,804-60.9% | $4,554-58.8% | $4,156-54.8% |
| Participant deferral / active EE | $3,828 | $8,216-53.4% | $7,897-51.5% | $6,407-40.3% |
| Admin fee / account holder | $391 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |