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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 | $32,438 | $185,905-82.6% | $170,057-80.9% | $139,487-76.7% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 25.71% | 60.56%-34.8pp | 53.42%-27.7pp | 373.84%-348.1pp |
| Employer contribution / active EE | $4,994 | $7,597-34.3% | $6,790-26.5% | $4,755+5.0% |
| Participant deferral / active EE | $5,570 | $11,627-52.1% | $10,411-46.5% | $6,713-17.0% |
| Admin fee / account holder | $322 | $15,397-97.9% | $12,826-97.5% | $11,407-97.2% |