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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 | $40,489 | $141,004-71.3% | $112,273-63.9% | $139,456-71.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.20% | 32.75%-19.6pp | 30.23%-17.0pp | 373.45%-360.2pp |
| Employer contribution / active EE | $4,273 | $4,285-0.3% | $3,431+24.5% | $4,753-10.1% |
| Participant deferral / active EE | $8,385 | $5,878+42.7% | $4,800+74.7% | $6,711+24.9% |
| Admin fee / account holder | $479 | $9,959-95.2% | $7,752-93.8% | $11,407-95.8% |