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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 | $42,514 | $228,395-81.4% | $185,861-77.1% | $158,982-73.3% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.7pp |
| Annual return | 15.23% | 40.82%-25.6pp | 35.96%-20.7pp | 302.99%-287.8pp |
| Employer contribution / active EE | $3,322 | $4,968-33.1% | $4,088-18.7% | $4,763-30.3% |
| Participant deferral / active EE | $6,251 | $6,417-2.6% | $5,634+11.0% | $5,983+4.5% |
| Admin fee / account holder | $419 | $11,869-96.5% | $9,503-95.6% | $11,252-96.3% |