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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 | $41,948 | $124,980-66.4% | $108,359-61.3% | $154,746-72.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 10.09% | 45.00%-34.9pp | 36.89%-26.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $5,562 | $2,851+95.1% | $2,399+131.8% | $4,379+27.0% |
| Participant deferral / active EE | $5,707 | $4,743+20.3% | $4,137+38.0% | $6,730-15.2% |
| Admin fee / account holder | $17,781 | $11,502+54.6% | $9,741+82.5% | $14,365+23.8% |