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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 | $41,596 | $201,372-79.3% | $184,260-77.4% | $145,884-71.5% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 12.43% | 29.04%-16.6pp | 28.84%-16.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,539 | $7,024-63.8% | $6,427-60.5% | $4,662-45.5% |
| Participant deferral / active EE | $6,706 | $9,808-31.6% | $9,133-26.6% | $6,690+0.2% |
| Admin fee / account holder | $5,333 | $16,362-67.4% | $13,898-61.6% | $13,392-60.2% |