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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 | $156,398-70.5% | $147,318-68.7% | $138,895-66.8% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 16.99% | 78.75%-61.8pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,033 | $4,853-37.5% | $4,593-34.0% | $4,194-27.7% |
| Participant deferral / active EE | $5,473 | $8,237-33.6% | $7,906-30.8% | $6,396-14.4% |
| Admin fee / account holder | $8,032 | $14,976-46.4% | $13,708-41.4% | $12,562-36.1% |