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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 | $45,731 | $154,228-70.3% | $145,433-68.6% | $137,256-66.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.13% | 74.59%-54.5pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,096 | $4,804-35.6% | $4,554-32.0% | $4,156-25.5% |
| Participant deferral / active EE | $4,673 | $8,216-43.1% | $7,897-40.8% | $6,407-27.1% |
| Admin fee / account holder | $522 | $14,344-96.4% | $13,129-96.0% | $12,270-95.7% |