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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 | $201,370-78.8% | $184,256-76.8% | $145,897-70.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 17.52% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.8pp |
| Employer contribution / active EE | $6,659 | $7,024-5.2% | $6,427+3.6% | $4,663+42.8% |
| Participant deferral / active EE | $7,769 | $9,808-20.8% | $9,133-14.9% | $6,689+16.1% |
| Admin fee / account holder | $367 | $16,364-97.8% | $13,899-97.4% | $13,390-97.3% |