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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 | $35,015 | $228,395-84.7% | $185,861-81.2% | $158,982-78.0% |
| Participation rate | 88.2% | 82.3%+5.9pp | 78.0%+10.2pp | 82.0%+6.3pp |
| Annual return | 19.64% | 40.82%-21.2pp | 35.96%-16.3pp | 302.99%-283.3pp |
| Employer contribution / active EE | $3,350 | $4,968-32.6% | $4,088-18.1% | $4,763-29.7% |
| Participant deferral / active EE | $6,243 | $6,417-2.7% | $5,634+10.8% | $5,983+4.3% |
| Admin fee / account holder | $490 | $11,869-95.9% | $9,503-94.8% | $11,252-95.6% |