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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 | $201,264-79.3% | $184,185-77.4% | $145,978-71.5% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 12.43% | 29.00%-16.6pp | 28.81%-16.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,539 | $7,021-63.8% | $6,426-60.5% | $4,662-45.5% |
| Participant deferral / active EE | $6,706 | $9,806-31.6% | $9,132-26.6% | $6,690+0.2% |
| Admin fee / account holder | $5,333 | $16,376-67.4% | $13,909-61.7% | $13,400-60.2% |