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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 | $38,350 | $185,856-79.4% | $170,028-77.4% | $139,456-72.5% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 27.05% | 60.52%-33.5pp | 53.39%-26.3pp | 373.45%-346.4pp |
| Employer contribution / active EE | $3,792 | $7,593-50.1% | $6,788-44.1% | $4,753-20.2% |
| Participant deferral / active EE | $10,860 | $11,623-6.6% | $10,409+4.3% | $6,711+61.8% |
| Admin fee / account holder | $499 | $15,387-96.8% | $12,820-96.1% | $11,407-95.6% |