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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 | $162,136-71.6% | $152,301-69.7% | $154,746-70.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 17.95% | 91.02%-73.1pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,356 | $4,890-31.4% | $4,624-27.4% | $4,379-23.4% |
| Participant deferral / active EE | $4,873 | $8,341-41.6% | $8,004-39.1% | $6,730-27.6% |
| Admin fee / account holder | $3,581 | $15,759-77.3% | $14,398-75.1% | $14,365-75.1% |