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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 | $38,773 | $134,817-71.2% | $123,973-68.7% | $155,188-75.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 26.73% | 515.49%-488.8pp | 388.13%-361.4pp | 148.84%-122.1pp |
| Employer contribution / active EE | $3,673 | $4,425-17.0% | $4,126-11.0% | $4,248-13.5% |
| Participant deferral / active EE | $6,871 | $5,706+20.4% | $5,247+31.0% | $6,531+5.2% |
| Admin fee / account holder | $1,637 | $13,245-87.6% | $11,799-86.1% | $14,480-88.7% |