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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 | $44,424 | $227,291-80.5% | $214,702-79.3% | $155,188-71.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 19.02% | 60.08%-41.1pp | 54.55%-35.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $6,170 | $6,772-8.9% | $6,461-4.5% | $4,248+45.2% |
| Participant deferral / active EE | $9,998 | $9,582+4.3% | $9,147+9.3% | $6,531+53.1% |
| Admin fee / account holder | $4,737 | $20,413-76.8% | $19,830-76.1% | $14,480-67.3% |