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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 | $50,347 | $154,228-67.4% | $145,433-65.4% | $137,256-63.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.86% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,483 | $4,804-48.3% | $4,554-45.5% | $4,156-40.2% |
| Participant deferral / active EE | $12,823 | $8,216+56.1% | $7,897+62.4% | $6,407+100.2% |
| Admin fee / account holder | $10,070 | $14,344-29.8% | $13,129-23.3% | $12,270-17.9% |