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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 | $34,694 | $156,398-77.8% | $147,318-76.4% | $138,895-75.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 20.96% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $4,782 | $4,853-1.5% | $4,593+4.1% | $4,194+14.0% |
| Participant deferral / active EE | $5,941 | $8,237-27.9% | $7,906-24.9% | $6,396-7.1% |
| Admin fee / account holder | $3,954 | $14,976-73.6% | $13,708-71.2% | $12,562-68.5% |