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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 | $48,129 | $162,136-70.3% | $152,301-68.4% | $154,746-68.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 15.48% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,829 | $4,890-21.7% | $4,624-17.2% | $4,379-12.6% |
| Participant deferral / active EE | $7,074 | $8,341-15.2% | $8,004-11.6% | $6,730+5.1% |
| Admin fee / account holder | $12,106 | $15,759-23.2% | $14,398-15.9% | $14,365-15.7% |