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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 | $36,401 | $103,393-64.8% | $87,103-58.2% | $152,909-76.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 20.61% | 28.10%-7.5pp | 28.19%-7.6pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,199 | $3,221-62.8% | $2,521-52.5% | $4,764-74.8% |
| Participant deferral / active EE | $7,748 | $4,778+62.1% | $4,049+91.4% | $5,851+32.4% |
| Admin fee / account holder | $305 | $12,195-97.5% | $7,491-95.9% | $11,601-97.4% |