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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 | $40,195 | $148,623-73.0% | $135,974-70.4% | $139,466-71.2% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 26.32% | 79.30%-53.0pp | 68.30%-42.0pp | 373.66%-347.3pp |
| Employer contribution / active EE | $3,200 | $5,246-39.0% | $4,859-34.1% | $4,754-32.7% |
| Participant deferral / active EE | $8,433 | $8,103+4.1% | $7,760+8.7% | $6,712+25.6% |
| Admin fee / account holder | $791 | $12,406-93.6% | $10,767-92.7% | $11,409-93.1% |