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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 | $39,838 | $202,440-80.3% | $169,390-76.5% | $139,466-71.4% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 22.05% | 532.36%-510.3pp | 406.07%-384.0pp | 373.66%-351.6pp |
| Employer contribution / active EE | $3,244 | $4,693-30.9% | $4,013-19.2% | $4,754-31.8% |
| Participant deferral / active EE | $6,488 | $6,940-6.5% | $6,222+4.3% | $6,712-3.3% |
| Admin fee / account holder | $3,795 | $10,722-64.6% | $9,015-57.9% | $11,409-66.7% |