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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 | $34,135 | $97,125-64.9% | $86,233-60.4% | $137,256-75.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 39.00% | 74.19%-35.2pp | 61.39%-22.4pp | 220.34%-181.3pp |
| Employer contribution / active EE | $2,613 | $2,841-8.0% | $2,504+4.3% | $4,156-37.1% |
| Participant deferral / active EE | $3,139 | $5,180-39.4% | $4,559-31.1% | $6,407-51.0% |
| Admin fee / account holder | $315 | $9,725-96.8% | $8,342-96.2% | $12,270-97.4% |