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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 | $223,823-83.1% | $211,142-82.0% | $154,746-75.5% |
| Participation rate | 91.3% | 87.9%+3.5pp | 87.3%+4.0pp | 80.7%+10.6pp |
| Annual return | 31.03% | 50.39%-19.4pp | 46.84%-15.8pp | 172.34%-141.3pp |
| Employer contribution / active EE | $1,785 | $6,787-73.7% | $6,442-72.3% | $4,379-59.2% |
| Participant deferral / active EE | $6,871 | $9,750-29.5% | $9,284-26.0% | $6,730+2.1% |
| Admin fee / account holder | $699 | $19,707-96.5% | $19,076-96.3% | $14,365-95.1% |