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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 | $40,780 | $183,592-77.8% | $155,567-73.8% | $145,959-72.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.96% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $5,598 | $5,315+5.3% | $4,674+19.8% | $4,661+20.1% |
| Participant deferral / active EE | $5,862 | $6,464-9.3% | $5,628+4.2% | $6,689-12.4% |
| Admin fee / account holder | $2,390 | $19,318-87.6% | $15,916-85.0% | $13,398-82.2% |