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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 | $39,980 | $201,372-80.1% | $184,260-78.3% | $145,884-72.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.46% | 29.04%-15.6pp | 28.84%-15.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,668 | $7,024-33.5% | $6,427-27.4% | $4,662+0.1% |
| Participant deferral / active EE | $6,671 | $9,808-32.0% | $9,133-27.0% | $6,690-0.3% |
| Admin fee / account holder | $6,885 | $16,362-57.9% | $13,898-50.5% | $13,392-48.6% |