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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 | $54,351 | $96,524-43.7% | $75,900-28.4% | $152,909-64.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 22.95% | 33.93%-11.0pp | 30.73%-7.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $4,220 | $3,311+27.5% | $2,501+68.7% | $4,764-11.4% |
| Participant deferral / active EE | $8,382 | $4,554+84.0% | $3,604+132.6% | $5,851+43.2% |
| Admin fee / account holder | $303 | $8,082-96.2% | $5,421-94.4% | $11,601-97.4% |