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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 | $34,328 | $185,312-81.5% | $161,489-78.7% | $154,746-77.8% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 18.17% | 103.84%-85.7pp | 89.72%-71.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,667 | $4,769-44.1% | $4,268-37.5% | $4,379-39.1% |
| Participant deferral / active EE | $6,185 | $6,350-2.6% | $5,630+9.9% | $6,730-8.1% |
| Admin fee / account holder | $1,335 | $18,654-92.8% | $16,006-91.7% | $14,365-90.7% |