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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 | $123,155-63.7% | $108,753-58.9% | $155,188-71.2% |
| Participation rate | 84.6% | 75.6%+9.0pp | 71.1%+13.5pp | 80.8%+3.8pp |
| Annual return | 17.29% | 44.73%-27.4pp | 37.47%-20.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,354 | $2,811+19.3% | $2,427+38.2% | $4,248-21.0% |
| Participant deferral / active EE | $5,855 | $4,623+26.6% | $4,115+42.3% | $6,531-10.4% |
| Admin fee / account holder | $7,727 | $12,126-36.3% | $10,320-25.1% | $14,480-46.6% |