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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 | $22,134 | $154,228-85.6% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 27.53% | 74.59%-47.1pp | 66.58%-39.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $2,046 | $4,804-57.4% | $4,554-55.1% | $4,156-50.8% |
| Participant deferral / active EE | $3,597 | $8,216-56.2% | $7,897-54.4% | $6,407-43.9% |
| Admin fee / account holder | $8,013 | $14,344-44.1% | $13,129-39.0% | $12,270-34.7% |