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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 | $60,502 | $106,247-43.1% | $96,515-37.3% | $139,466-56.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 26.69% | 38.47%-11.8pp | 35.73%-9.0pp | 373.66%-347.0pp |
| Employer contribution / active EE | $4,190 | $4,106+2.0% | $3,740+12.0% | $4,754-11.9% |
| Participant deferral / active EE | $10,150 | $5,456+86.0% | $4,880+108.0% | $6,712+51.2% |
| Admin fee / account holder | $910 | $7,885-88.5% | $6,735-86.5% | $11,409-92.0% |