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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 | $39,322 | $111,814-64.8% | $103,378-62.0% | $145,978-73.1% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 20.56% | 24.80%-4.2pp | 24.91%-4.4pp | 550.52%-530.0pp |
| Employer contribution / active EE | $3,103 | $4,215-26.4% | $3,870-19.8% | $4,662-33.4% |
| Participant deferral / active EE | $6,933 | $5,618+23.4% | $5,058+37.1% | $6,690+3.6% |
| Admin fee / account holder | $3,912 | $9,764-59.9% | $8,401-53.4% | $13,400-70.8% |