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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 | $45,390 | $172,111-73.6% | $150,298-69.8% | $137,256-66.9% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 21.57% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $13,569 | $4,636+192.7% | $4,154+226.6% | $4,156+226.5% |
| Participant deferral / active EE | $5,804 | $6,166-5.9% | $5,453+6.4% | $6,407-9.4% |
| Admin fee / account holder | $903 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |