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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 | $39,237 | $97,125-59.6% | $86,233-54.5% | $137,256-71.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 28.84% | 74.19%-45.3pp | 61.39%-32.6pp | 220.34%-191.5pp |
| Employer contribution / active EE | $2,884 | $2,841+1.5% | $2,504+15.2% | $4,156-30.6% |
| Participant deferral / active EE | $8,041 | $5,180+55.2% | $4,559+76.4% | $6,407+25.5% |
| Admin fee / account holder | $876 | $9,725-91.0% | $8,342-89.5% | $12,270-92.9% |