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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 | $46,745 | $165,399-71.7% | $149,745-68.8% | $158,982-70.6% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 16.42% | 348.34%-331.9pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $3,901 | $5,105-23.6% | $4,646-16.0% | $4,763-18.1% |
| Participant deferral / active EE | $6,896 | $7,183-4.0% | $6,843+0.8% | $5,983+15.3% |
| Admin fee / account holder | $7,730 | $10,811-28.5% | $9,312-17.0% | $11,252-31.3% |