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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 | $44,662 | $156,616-71.5% | $133,346-66.5% | $198,609-77.5% |
| Participation rate | 84.6% | 77.7%+6.9pp | 72.8%+11.8pp | 82.4%+2.2pp |
| Annual return | 17.29% | 44.25%-27.0pp | 36.85%-19.6pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,354 | $3,368-0.4% | $2,853+17.5% | $5,055-33.7% |
| Participant deferral / active EE | $5,855 | $4,920+19.0% | $4,332+35.1% | $6,977-16.1% |
| Admin fee / account holder | $7,727 | $17,468-55.8% | $14,264-45.8% | $19,030-59.4% |