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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 | $39,058 | $209,336-81.3% | $197,124-80.2% | $137,256-71.5% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 18.74% | 48.09%-29.4pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,234 | $6,591-66.1% | $6,227-64.1% | $4,156-46.3% |
| Participant deferral / active EE | $8,345 | $9,614-13.2% | $9,135-8.6% | $6,407+30.3% |
| Admin fee / account holder | $1,437 | $17,308-91.7% | $16,298-91.2% | $12,270-88.3% |