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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 | $39,206 | $115,903-66.2% | $100,528-61.0% | $158,966-75.3% |
| Participation rate | 70.8% | 81.6%-10.8pp | 79.4%-8.6pp | 82.0%-11.1pp |
| Annual return | 27.34% | 34.80%-7.5pp | 30.90%-3.6pp | 302.95%-275.6pp |
| Employer contribution / active EE | $3,791 | $4,105-7.6% | $3,419+10.9% | $4,762-20.4% |
| Participant deferral / active EE | $6,391 | $6,677-4.3% | $6,271+1.9% | $5,983+6.8% |
| Admin fee / account holder | $2,265 | $11,000-79.4% | $8,084-72.0% | $11,250-79.9% |