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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 | $39,633 | $112,131-64.7% | $95,964-58.7% | $158,982-75.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 11.23% | 171.19%-160.0pp | 91.64%-80.4pp | 302.99%-291.8pp |
| Employer contribution / active EE | $2,726 | $3,199-14.8% | $2,541+7.2% | $4,763-42.8% |
| Participant deferral / active EE | $4,885 | $4,784+2.1% | $4,167+17.2% | $5,983-18.4% |
| Admin fee / account holder | $10,162 | $10,136+0.3% | $6,797+49.5% | $11,252-9.7% |