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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 | $111,830-73.8% | $93,696-68.8% | $145,884-79.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.85% | 204.08%-190.2pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,450 | $3,093+11.6% | $2,422+42.5% | $4,662-26.0% |
| Participant deferral / active EE | $8,366 | $4,920+70.0% | $4,417+89.4% | $6,690+25.1% |
| Admin fee / account holder | $308 | $10,249-97.0% | $8,287-96.3% | $13,392-97.7% |