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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 | $45,072 | $115,814-61.1% | $101,275-55.5% | $158,982-71.6% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 22.55% | 56.16%-33.6pp | 46.48%-23.9pp | 302.99%-280.4pp |
| Employer contribution / active EE | $3,277 | $4,176-21.5% | $3,660-10.5% | $4,763-31.2% |
| Participant deferral / active EE | $6,726 | $4,958+35.7% | $4,371+53.9% | $5,983+12.4% |
| Admin fee / account holder | $346 | $7,249-95.2% | $5,948-94.2% | $11,252-96.9% |