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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 | $45,580 | $165,399-72.4% | $149,745-69.6% | $158,982-71.3% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 22.35% | 348.34%-326.0pp | 276.72%-254.4pp | 302.99%-280.6pp |
| Employer contribution / active EE | $5,837 | $5,105+14.3% | $4,646+25.6% | $4,763+22.6% |
| Participant deferral / active EE | $12,158 | $7,183+69.3% | $6,843+77.7% | $5,983+103.2% |
| Admin fee / account holder | $522 | $10,811-95.2% | $9,312-94.4% | $11,252-95.4% |