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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 | $43,612 | $185,312-76.5% | $161,489-73.0% | $154,746-71.8% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 12.49% | 103.84%-91.3pp | 89.72%-77.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,989 | $4,769-16.3% | $4,268-6.5% | $4,379-8.9% |
| Participant deferral / active EE | $8,582 | $6,350+35.2% | $5,630+52.4% | $6,730+27.5% |
| Admin fee / account holder | $11,734 | $18,654-37.1% | $16,006-26.7% | $14,365-18.3% |