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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 | $85,132 | $96,965-12.2% | $97,995-13.1% | $147,586-42.3% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 29.10% | 24.11%+5.0pp | 23.94%+5.2pp | 578.59%-549.5pp |
| Employer contribution / active EE | $17,526 | $4,536+286.3% | $4,158+321.5% | $4,876+259.4% |
| Participant deferral / active EE | $12,741 | $5,081+150.7% | $5,097+150.0% | $5,439+134.3% |
| Admin fee / account holder | $7,556 | $8,120-6.9% | $5,943+27.1% | $10,886-30.6% |