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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 | $55,479 | $111,535-50.3% | $105,223-47.3% | $137,256-59.6% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,306 | $3,939-16.1% | $3,689-10.4% | $4,156-20.4% |
| Participant deferral / active EE | $4,486 | $5,500-18.4% | $5,072-11.6% | $6,407-30.0% |
| Admin fee / account holder | $1,469 | $9,721-84.9% | $8,859-83.4% | $12,270-88.0% |