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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 | $40,714 | $129,737-68.6% | $119,126-65.8% | $154,746-73.7% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 17.78% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,535 | $4,375-42.0% | $4,034-37.1% | $4,379-42.1% |
| Participant deferral / active EE | $6,089 | $5,842+4.2% | $5,318+14.5% | $6,730-9.5% |
| Admin fee / account holder | $710 | $11,961-94.1% | $10,693-93.4% | $14,365-95.1% |