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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 | $172,111-85.5% | $150,298-83.4% | $137,256-81.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 42.08% | 69.37%-27.3pp | 62.79%-20.7pp | 220.34%-178.3pp |
| Employer contribution / active EE | $4,495 | $4,636-3.0% | $4,154+8.2% | $4,156+8.2% |
| Participant deferral / active EE | $8,173 | $6,166+32.5% | $5,453+49.9% | $6,407+27.6% |
| Admin fee / account holder | $5,297 | $16,471-67.8% | $14,116-62.5% | $12,270-56.8% |