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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 | $41,385 | $114,119-63.7% | $107,187-61.4% | $138,895-70.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 18.68% | 273.21%-254.5pp | 204.55%-185.9pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,512 | $4,059-38.1% | $3,782-33.6% | $4,194-40.1% |
| Participant deferral / active EE | $10,967 | $5,538+98.0% | $5,096+115.2% | $6,396+71.5% |
| Admin fee / account holder | $700 | $10,024-93.0% | $9,162-92.4% | $12,562-94.4% |