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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 | $38,326 | $141,004-72.8% | $112,273-65.9% | $139,466-72.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 20.17% | 32.75%-12.6pp | 30.23%-10.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,778 | $4,285-35.2% | $3,431-19.0% | $4,754-41.6% |
| Participant deferral / active EE | $7,307 | $5,878+24.3% | $4,800+52.2% | $6,712+8.9% |
| Admin fee / account holder | $9,396 | $9,959-5.7% | $7,752+21.2% | $11,409-17.6% |