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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 | $201,344-80.3% | $184,243-78.4% | $145,877-72.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 20.44% | 29.01%-8.6pp | 28.82%-8.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $6,337 | $7,022-9.8% | $6,427-1.4% | $4,663+35.9% |
| Participant deferral / active EE | $14,692 | $9,807+49.8% | $9,132+60.9% | $6,691+119.6% |
| Admin fee / account holder | $13,298 | $16,382-18.8% | $13,914-4.4% | $13,402-0.8% |