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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 | $31,463 | $181,062-82.6% | $158,223-80.1% | $155,188-79.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 18.14% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,398 | $4,565-47.5% | $4,109-41.6% | $4,248-43.5% |
| Participant deferral / active EE | $4,760 | $6,134-22.4% | $5,467-12.9% | $6,531-27.1% |
| Admin fee / account holder | $7,024 | $18,825-62.7% | $16,047-56.2% | $14,480-51.5% |