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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 | $15,383 | $154,228-90.0% | $145,433-89.4% | $137,256-88.8% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 19.85% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,520 | $4,804-47.5% | $4,554-44.7% | $4,156-39.4% |
| Participant deferral / active EE | $4,485 | $8,216-45.4% | $7,897-43.2% | $6,407-30.0% |
| Admin fee / account holder | $4,308 | $14,344-70.0% | $13,129-67.2% | $12,270-64.9% |