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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 | $29,272 | $111,785-73.8% | $93,669-68.7% | $145,877-79.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.85% | 203.79%-189.9pp | 133.59%-119.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,450 | $3,096+11.4% | $2,424+42.4% | $4,663-26.0% |
| Participant deferral / active EE | $8,366 | $4,919+70.1% | $4,416+89.5% | $6,691+25.0% |
| Admin fee / account holder | $308 | $10,256-97.0% | $8,291-96.3% | $13,402-97.7% |