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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 | $35,795 | $162,136-77.9% | $152,301-76.5% | $154,746-76.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 16.39% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $4,329 | $4,890-11.5% | $4,624-6.4% | $4,379-1.2% |
| Participant deferral / active EE | $5,748 | $8,341-31.1% | $8,004-28.2% | $6,730-14.6% |
| Admin fee / account holder | $6,735 | $15,759-57.3% | $14,398-53.2% | $14,365-53.1% |