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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 | $41,510 | $148,582-72.1% | $135,942-69.5% | $139,456-70.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.93% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $1,066 | $5,245-79.7% | $4,858-78.0% | $4,753-77.6% |
| Participant deferral / active EE | $9,582 | $8,101+18.3% | $7,759+23.5% | $6,711+42.8% |
| Admin fee / account holder | $381 | $12,402-96.9% | $10,764-96.5% | $11,407-96.7% |