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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 | $43,813 | $117,895-62.8% | $102,460-57.2% | $145,897-70.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 16.45% | 31.92%-15.5pp | 29.47%-13.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $5,030 | $3,619+39.0% | $3,025+66.3% | $4,663+7.9% |
| Participant deferral / active EE | $12,305 | $5,736+114.5% | $5,056+143.4% | $6,689+84.0% |
| Admin fee / account holder | $703 | $13,353-94.7% | $9,460-92.6% | $13,390-94.8% |