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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 | $24,928 | $185,312-86.5% | $161,489-84.6% | $154,746-83.9% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 42.08% | 103.84%-61.8pp | 89.72%-47.6pp | 172.34%-130.3pp |
| Employer contribution / active EE | $4,495 | $4,769-5.7% | $4,268+5.3% | $4,379+2.7% |
| Participant deferral / active EE | $8,173 | $6,350+28.7% | $5,630+45.2% | $6,730+21.4% |
| Admin fee / account holder | $5,297 | $18,654-71.6% | $16,006-66.9% | $14,365-63.1% |