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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 | $28,958 | $98,240-70.5% | $82,312-64.8% | $147,586-80.4% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 23.29% | 30.85%-7.6pp | 25.88%-2.6pp | 578.59%-555.3pp |
| Employer contribution / active EE | $10,951 | $3,192+243.1% | $2,428+351.0% | $4,876+124.6% |
| Participant deferral / active EE | $2,299 | $4,383-47.6% | $3,706-38.0% | $5,439-57.7% |
| Admin fee / account holder | $647 | $8,563-92.4% | $5,608-88.5% | $10,886-94.1% |