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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 | $42,739 | $201,344-78.8% | $184,243-76.8% | $145,877-70.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 17.52% | 29.01%-11.5pp | 28.82%-11.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $6,659 | $7,022-5.2% | $6,427+3.6% | $4,663+42.8% |
| Participant deferral / active EE | $7,769 | $9,807-20.8% | $9,132-14.9% | $6,691+16.1% |
| Admin fee / account holder | $367 | $16,382-97.8% | $13,914-97.4% | $13,402-97.3% |