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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 | $34,961 | $101,618-65.6% | $93,063-62.4% | $137,256-74.5% |
| Participation rate | 88.2% | 74.9%+13.3pp | 72.1%+16.1pp | 80.0%+8.3pp |
| Annual return | 16.65% | 223.95%-207.3pp | 34.15%-17.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $7,984 | $2,707+194.9% | $2,476+222.4% | $4,156+92.1% |
| Participant deferral / active EE | $6,695 | $4,279+56.5% | $3,958+69.1% | $6,407+4.5% |
| Admin fee / account holder | $487 | $6,198-92.1% | $6,033-91.9% | $12,270-96.0% |