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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 | $37,901 | $209,336-81.9% | $197,124-80.8% | $137,256-72.4% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.7%+4.6pp | 80.0%+11.3pp |
| Annual return | 31.03% | 48.09%-17.1pp | 44.34%-13.3pp | 220.34%-189.3pp |
| Employer contribution / active EE | $1,785 | $6,591-72.9% | $6,227-71.3% | $4,156-57.1% |
| Participant deferral / active EE | $6,871 | $9,614-28.5% | $9,135-24.8% | $6,407+7.2% |
| Admin fee / account holder | $699 | $17,308-96.0% | $16,298-95.7% | $12,270-94.3% |