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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 | $69,182 | $106,247-34.9% | $96,515-28.3% | $139,466-50.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 24.93% | 38.47%-13.5pp | 35.73%-10.8pp | 373.66%-348.7pp |
| Employer contribution / active EE | $3,542 | $4,106-13.7% | $3,740-5.3% | $4,754-25.5% |
| Participant deferral / active EE | $9,516 | $5,456+74.4% | $4,880+95.0% | $6,712+41.8% |
| Admin fee / account holder | $525 | $7,885-93.3% | $6,735-92.2% | $11,409-95.4% |