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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 | $37,961 | $148,582-74.5% | $135,942-72.1% | $139,456-72.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.95% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $2,840 | $5,245-45.8% | $4,858-41.5% | $4,753-40.2% |
| Participant deferral / active EE | $10,257 | $8,101+26.6% | $7,759+32.2% | $6,711+52.8% |
| Admin fee / account holder | $11,580 | $12,402-6.6% | $10,764+7.6% | $11,407+1.5% |