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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 | $26,907 | $156,398-82.8% | $147,318-81.7% | $138,895-80.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 37.47% | 78.75%-41.3pp | 70.43%-33.0pp | 145.39%-107.9pp |
| Employer contribution / active EE | $2,994 | $4,853-38.3% | $4,593-34.8% | $4,194-28.6% |
| Participant deferral / active EE | $7,329 | $8,237-11.0% | $7,906-7.3% | $6,396+14.6% |
| Admin fee / account holder | $784 | $14,976-94.8% | $13,708-94.3% | $12,562-93.8% |