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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 | $25,645 | $124,980-79.5% | $108,359-76.3% | $154,746-83.4% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 35.83% | 45.00%-9.2pp | 36.89%-1.1pp | 172.34%-136.5pp |
| Employer contribution / active EE | $4,473 | $2,851+56.9% | $2,399+86.4% | $4,379+2.1% |
| Participant deferral / active EE | $5,998 | $4,743+26.5% | $4,137+45.0% | $6,730-10.9% |
| Admin fee / account holder | $4,734 | $11,502-58.8% | $9,741-51.4% | $14,365-67.0% |