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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 | $46,083 | $155,555-70.4% | $146,866-68.6% | $155,188-70.3% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.5%+5.7pp | 80.8%+7.4pp |
| Annual return | 16.99% | 115.41%-98.4pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $3,033 | $4,647-34.7% | $4,425-31.5% | $4,248-28.6% |
| Participant deferral / active EE | $5,473 | $8,044-32.0% | $7,759-29.5% | $6,531-16.2% |
| Admin fee / account holder | $8,032 | $14,755-45.6% | $13,620-41.0% | $14,480-44.5% |