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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 | $46,723 | $156,398-70.1% | $147,318-68.3% | $138,895-66.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.41% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,133 | $4,853-35.5% | $4,593-31.8% | $4,194-25.3% |
| Participant deferral / active EE | $11,188 | $8,237+35.8% | $7,906+41.5% | $6,396+74.9% |
| Admin fee / account holder | $12,709 | $14,976-15.1% | $13,708-7.3% | $12,562+1.2% |