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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 | $43,246 | $196,972-78.0% | $182,262-76.3% | $198,609-78.2% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 18.56% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $4,357 | $5,364-18.8% | $5,046-13.6% | $5,055-13.8% |
| Participant deferral / active EE | $8,910 | $8,643+3.1% | $8,276+7.7% | $6,977+27.7% |
| Admin fee / account holder | $19,194 | $18,429+4.2% | $16,712+14.8% | $19,030+0.9% |