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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 | $28,811 | $185,312-84.5% | $161,489-82.2% | $154,746-81.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 70.26% | 103.84%-33.6pp | 89.72%-19.5pp | 172.34%-102.1pp |
| Employer contribution / active EE | $3,067 | $4,769-35.7% | $4,268-28.1% | $4,379-30.0% |
| Participant deferral / active EE | $7,628 | $6,350+20.1% | $5,630+35.5% | $6,730+13.3% |
| Admin fee / account holder | $3,550 | $18,654-81.0% | $16,006-77.8% | $14,365-75.3% |