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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 | $37,775 | $201,370-81.2% | $184,256-79.5% | $145,897-74.1% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 9.68% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,499 | $7,024-64.4% | $6,427-61.1% | $4,663-46.4% |
| Participant deferral / active EE | $4,230 | $9,808-56.9% | $9,133-53.7% | $6,689-36.8% |
| Admin fee / account holder | $304 | $16,364-98.1% | $13,899-97.8% | $13,390-97.7% |