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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 | $38,429 | $108,882-64.7% | $96,754-60.3% | $154,746-75.2% |
| Participation rate | 72.7% | 75.1%-2.4pp | 70.3%+2.5pp | 80.7%-8.0pp |
| Annual return | 21.12% | 98.39%-77.3pp | 82.04%-60.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,531 | $3,018+17.0% | $2,679+31.8% | $4,379-19.4% |
| Participant deferral / active EE | $5,459 | $5,323+2.6% | $4,758+14.7% | $6,730-18.9% |
| Admin fee / account holder | $452 | $10,200-95.6% | $8,905-94.9% | $14,365-96.9% |