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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 | $42,987 | $172,111-75.0% | $150,298-71.4% | $137,256-68.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 20.65% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,905 | $4,636-58.9% | $4,154-54.1% | $4,156-54.2% |
| Participant deferral / active EE | $8,055 | $6,166+30.6% | $5,453+47.7% | $6,407+25.7% |
| Admin fee / account holder | $4,755 | $16,471-71.1% | $14,116-66.3% | $12,270-61.3% |