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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 | $26,404 | $156,398-83.1% | $147,318-82.1% | $138,895-81.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 19.58% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $3,193 | $4,853-34.2% | $4,593-30.5% | $4,194-23.9% |
| Participant deferral / active EE | $4,318 | $8,237-47.6% | $7,906-45.4% | $6,396-32.5% |
| Admin fee / account holder | $2,312 | $14,976-84.6% | $13,708-83.1% | $12,562-81.6% |