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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 | $28,773 | $217,432-86.8% | $185,851-84.5% | $167,553-82.8% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.27% | 148.43%-136.2pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $3,292 | $5,874-44.0% | $5,168-36.3% | $4,840-32.0% |
| Participant deferral / active EE | $6,075 | $6,357-4.4% | $5,569+9.1% | $6,343-4.2% |
| Admin fee / account holder | $337 | $19,820-98.3% | $16,245-97.9% | $12,316-97.3% |