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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 | $44,585 | $148,629-70.0% | $135,982-67.2% | $139,487-68.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 29.84% | 79.33%-49.5pp | 68.32%-38.5pp | 373.84%-344.0pp |
| Employer contribution / active EE | $3,314 | $5,247-36.8% | $4,859-31.8% | $4,755-30.3% |
| Participant deferral / active EE | $9,884 | $8,102+22.0% | $7,760+27.4% | $6,713+47.2% |
| Admin fee / account holder | $559 | $12,406-95.5% | $10,767-94.8% | $11,407-95.1% |