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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 | $30,278 | $107,368-71.8% | $92,915-67.4% | $152,909-80.2% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.5%+5.8pp |
| Annual return | 24.62% | 145.64%-121.0pp | 109.45%-84.8pp | 345.46%-320.8pp |
| Employer contribution / active EE | $1,498 | $4,222-64.5% | $3,653-59.0% | $4,764-68.6% |
| Participant deferral / active EE | $5,440 | $4,848+12.2% | $4,238+28.4% | $5,851-7.0% |
| Admin fee / account holder | $883 | $7,082-87.5% | $5,796-84.8% | $11,601-92.4% |