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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 | $29,128 | $183,627-84.1% | $155,602-81.3% | $145,978-80.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 8.98% | 61.32%-52.3pp | 64.81%-55.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $2,550 | $5,316-52.0% | $4,675-45.5% | $4,662-45.3% |
| Participant deferral / active EE | $7,695 | $6,466+19.0% | $5,629+36.7% | $6,690+15.0% |
| Admin fee / account holder | $1,611 | $19,327-91.7% | $15,923-89.9% | $13,400-88.0% |