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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 | $37,230 | $114,013-67.3% | $103,693-64.1% | $155,188-76.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.5pp | 80.8%+13.3pp |
| Annual return | 20.42% | 49.31%-28.9pp | 47.61%-27.2pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,890 | $3,131-7.7% | $2,920-1.0% | $4,248-32.0% |
| Participant deferral / active EE | $6,288 | $4,970+26.5% | $4,579+37.3% | $6,531-3.7% |
| Admin fee / account holder | $3,529 | $8,407-58.0% | $7,858-55.1% | $14,480-75.6% |