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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 | $38,913 | $156,398-75.1% | $147,318-73.6% | $138,895-72.0% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.46% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,244 | $4,853-53.8% | $4,593-51.1% | $4,194-46.5% |
| Participant deferral / active EE | $2,922 | $8,237-64.5% | $7,906-63.0% | $6,396-54.3% |
| Admin fee / account holder | $2,187 | $14,976-85.4% | $13,708-84.0% | $12,562-82.6% |