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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 | $45,981 | $129,737-64.6% | $119,126-61.4% | $154,746-70.3% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 14.32% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,251 | $4,375-25.7% | $4,034-19.4% | $4,379-25.8% |
| Participant deferral / active EE | $6,465 | $5,842+10.7% | $5,318+21.6% | $6,730-3.9% |
| Admin fee / account holder | $836 | $11,961-93.0% | $10,693-92.2% | $14,365-94.2% |