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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 | $39,144 | $103,393-62.1% | $87,103-55.1% | $152,909-74.4% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 25.45% | 28.10%-2.6pp | 28.19%-2.7pp | 345.46%-320.0pp |
| Employer contribution / active EE | $2,632 | $3,221-18.3% | $2,521+4.4% | $4,764-44.8% |
| Participant deferral / active EE | $4,340 | $4,778-9.2% | $4,049+7.2% | $5,851-25.8% |
| Admin fee / account holder | $974 | $12,195-92.0% | $7,491-87.0% | $11,601-91.6% |