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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 | $56,595 | $197,625-71.4% | $177,840-68.2% | $158,966-64.4% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 27.54% | 58.76%-31.2pp | 48.32%-20.8pp | 302.95%-275.4pp |
| Employer contribution / active EE | $4,708 | $6,698-29.7% | $5,919-20.5% | $4,762-1.1% |
| Participant deferral / active EE | $5,413 | $8,405-35.6% | $7,714-29.8% | $5,983-9.5% |
| Admin fee / account holder | $471 | $15,405-96.9% | $12,431-96.2% | $11,250-95.8% |