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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 | $52,974 | $197,625-73.2% | $177,840-70.2% | $158,966-66.7% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 22.98% | 58.76%-35.8pp | 48.32%-25.3pp | 302.95%-280.0pp |
| Employer contribution / active EE | $3,030 | $6,698-54.8% | $5,919-48.8% | $4,762-36.4% |
| Participant deferral / active EE | $6,380 | $8,405-24.1% | $7,714-17.3% | $5,983+6.6% |
| Admin fee / account holder | $315 | $15,405-98.0% | $12,431-97.5% | $11,250-97.2% |