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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 | $46,058 | $162,136-71.6% | $152,301-69.8% | $154,746-70.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.65% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,908 | $4,890-61.0% | $4,624-58.7% | $4,379-56.4% |
| Participant deferral / active EE | $3,215 | $8,341-61.5% | $8,004-59.8% | $6,730-52.2% |
| Admin fee / account holder | $1,340 | $15,759-91.5% | $14,398-90.7% | $14,365-90.7% |