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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 | $43,975 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 28.34% | 74.59%-46.2pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,839 | $4,804-40.9% | $4,554-37.7% | $4,156-31.7% |
| Participant deferral / active EE | $15,461 | $8,216+88.2% | $7,897+95.8% | $6,407+141.3% |
| Admin fee / account holder | $9,005 | $14,344-37.2% | $13,129-31.4% | $12,270-26.6% |