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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 | $39,764 | $201,370-80.3% | $184,256-78.4% | $145,897-72.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 20.44% | 29.05%-8.6pp | 28.85%-8.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $6,337 | $7,024-9.8% | $6,427-1.4% | $4,663+35.9% |
| Participant deferral / active EE | $14,692 | $9,808+49.8% | $9,133+60.9% | $6,689+119.6% |
| Admin fee / account holder | $13,298 | $16,364-18.7% | $13,899-4.3% | $13,390-0.7% |