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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 | $44,628 | $148,629-70.0% | $135,982-67.2% | $139,487-68.0% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 14.06% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $2,196 | $5,247-58.2% | $4,859-54.8% | $4,755-53.8% |
| Participant deferral / active EE | $8,490 | $8,102+4.8% | $7,760+9.4% | $6,713+26.5% |
| Admin fee / account holder | $321 | $12,406-97.4% | $10,767-97.0% | $11,407-97.2% |