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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 | $111,878-73.8% | $93,727-68.8% | $145,897-79.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.85% | 204.28%-190.4pp | 133.83%-120.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,450 | $3,092+11.6% | $2,421+42.5% | $4,663-26.0% |
| Participant deferral / active EE | $8,366 | $4,920+70.0% | $4,417+89.4% | $6,689+25.1% |
| Admin fee / account holder | $308 | $10,256-97.0% | $8,292-96.3% | $13,390-97.7% |