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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 | $37,329 | $172,111-78.3% | $150,298-75.2% | $137,256-72.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 21.95% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,240 | $4,636-30.1% | $4,154-22.0% | $4,156-22.0% |
| Participant deferral / active EE | $7,019 | $6,166+13.8% | $5,453+28.7% | $6,407+9.6% |
| Admin fee / account holder | $647 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |