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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 | $227,291-83.3% | $214,702-82.3% | $155,188-75.6% |
| Participation rate | 91.3% | 88.0%+3.3pp | 87.5%+3.8pp | 80.8%+10.5pp |
| Annual return | 31.03% | 60.08%-29.0pp | 54.55%-23.5pp | 148.84%-117.8pp |
| Employer contribution / active EE | $1,785 | $6,772-73.6% | $6,461-72.4% | $4,248-58.0% |
| Participant deferral / active EE | $6,871 | $9,582-28.3% | $9,147-24.9% | $6,531+5.2% |
| Admin fee / account holder | $699 | $20,413-96.6% | $19,830-96.5% | $14,480-95.2% |