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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 | $40,420 | $209,336-80.7% | $197,124-79.5% | $137,256-70.6% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 19.40% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $9,467 | $6,591+43.6% | $6,227+52.0% | $4,156+127.8% |
| Participant deferral / active EE | $7,000 | $9,614-27.2% | $9,135-23.4% | $6,407+9.3% |
| Admin fee / account holder | $2,863 | $17,308-83.5% | $16,298-82.4% | $12,270-76.7% |