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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 | $29,438 | $162,136-81.8% | $152,301-80.7% | $154,746-81.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 24.81% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $2,208 | $4,890-54.8% | $4,624-52.3% | $4,379-49.6% |
| Participant deferral / active EE | $9,005 | $8,341+8.0% | $8,004+12.5% | $6,730+33.8% |
| Admin fee / account holder | $4,243 | $15,759-73.1% | $14,398-70.5% | $14,365-70.5% |