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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 | $41,550 | $134,817-69.2% | $123,973-66.5% | $155,188-73.2% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 21.43% | 515.49%-494.1pp | 388.13%-366.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $2,197 | $4,425-50.4% | $4,126-46.8% | $4,248-48.3% |
| Participant deferral / active EE | $6,537 | $5,706+14.6% | $5,247+24.6% | $6,531+0.1% |
| Admin fee / account holder | $696 | $13,245-94.7% | $11,799-94.1% | $14,480-95.2% |