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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 | $29,130 | $148,582-80.4% | $135,942-78.6% | $139,456-79.1% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 24.91% | 79.26%-54.3pp | 68.28%-43.4pp | 373.45%-348.5pp |
| Employer contribution / active EE | $4,169 | $5,245-20.5% | $4,858-14.2% | $4,753-12.3% |
| Participant deferral / active EE | $7,138 | $8,101-11.9% | $7,759-8.0% | $6,711+6.4% |
| Admin fee / account holder | $923 | $12,402-92.6% | $10,764-91.4% | $11,407-91.9% |