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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 | $46,094 | $155,555-70.4% | $146,866-68.6% | $155,188-70.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 17.95% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $3,356 | $4,647-27.8% | $4,425-24.2% | $4,248-21.0% |
| Participant deferral / active EE | $4,873 | $8,044-39.4% | $7,759-37.2% | $6,531-25.4% |
| Admin fee / account holder | $3,581 | $14,755-75.7% | $13,620-73.7% | $14,480-75.3% |