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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 | $28,728 | $154,365-81.4% | $130,231-77.9% | $139,466-79.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.3%+9.4pp | 80.3%+5.4pp |
| Annual return | 25.97% | 30.53%-4.6pp | 38.86%-12.9pp | 373.66%-347.7pp |
| Employer contribution / active EE | $4,945 | $5,170-4.4% | $4,126+19.9% | $4,754+4.0% |
| Participant deferral / active EE | $9,917 | $8,498+16.7% | $6,799+45.9% | $6,712+47.8% |
| Admin fee / account holder | $9,992 | $9,214+8.4% | $6,020+66.0% | $11,409-12.4% |