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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 | $41,727 | $99,053-57.9% | $88,179-52.7% | $138,895-70.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 16.11% | 78.17%-62.1pp | 64.97%-48.9pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,976 | $2,882+3.3% | $2,549+16.7% | $4,194-29.0% |
| Participant deferral / active EE | $7,603 | $5,225+45.5% | $4,614+64.8% | $6,396+18.9% |
| Admin fee / account holder | $9,247 | $8,748+5.7% | $7,673+20.5% | $12,562-26.4% |