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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 | $34,503 | $148,582-76.8% | $135,942-74.6% | $139,456-75.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 25.61% | 79.26%-53.6pp | 68.28%-42.7pp | 373.45%-347.8pp |
| Employer contribution / active EE | $6,085 | $5,245+16.0% | $4,858+25.3% | $4,753+28.0% |
| Participant deferral / active EE | $8,167 | $8,101+0.8% | $7,759+5.3% | $6,711+21.7% |
| Admin fee / account holder | $383 | $12,402-96.9% | $10,764-96.4% | $11,407-96.6% |