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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 | $39,483 | $114,013-65.4% | $103,693-61.9% | $155,188-74.6% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 80.8%+14.2pp |
| Annual return | 18.36% | 49.31%-31.0pp | 47.61%-29.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $9,510 | $3,131+203.7% | $2,920+225.7% | $4,248+123.9% |
| Participant deferral / active EE | $12,597 | $4,970+153.5% | $4,579+175.1% | $6,531+92.9% |
| Admin fee / account holder | $5,778 | $8,407-31.3% | $7,858-26.5% | $14,480-60.1% |