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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 | $32,523 | $156,398-79.2% | $147,318-77.9% | $138,895-76.6% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 21.79% | 78.75%-57.0pp | 70.43%-48.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,924 | $4,853-60.4% | $4,593-58.1% | $4,194-54.1% |
| Participant deferral / active EE | $5,550 | $8,237-32.6% | $7,906-29.8% | $6,396-13.2% |
| Admin fee / account holder | $3,362 | $14,976-77.5% | $13,708-75.5% | $12,562-73.2% |