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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 | $40,951 | $99,053-58.7% | $88,179-53.6% | $138,895-70.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 21.33% | 78.17%-56.8pp | 64.97%-43.6pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,448 | $2,882-15.0% | $2,549-4.0% | $4,194-41.6% |
| Participant deferral / active EE | $5,866 | $5,225+12.3% | $4,614+27.1% | $6,396-8.3% |
| Admin fee / account holder | $503 | $8,748-94.3% | $7,673-93.4% | $12,562-96.0% |