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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 | $110,379-64.4% | $102,412-61.6% | $145,884-73.0% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 20.56% | 24.84%-4.3pp | 24.94%-4.4pp | 551.85%-531.3pp |
| Employer contribution / active EE | $3,103 | $4,216-26.4% | $3,870-19.8% | $4,662-33.4% |
| Participant deferral / active EE | $6,933 | $5,622+23.3% | $5,060+37.0% | $6,690+3.6% |
| Admin fee / account holder | $3,912 | $9,745-59.9% | $8,388-53.4% | $13,392-70.8% |