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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 | $75,301 | $103,392-27.2% | $87,104-13.6% | $152,897-50.8% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 20.14% | 28.10%-8.0pp | 28.19%-8.1pp | 345.43%-325.3pp |
| Employer contribution / active EE | $4,497 | $3,221+39.6% | $2,521+78.3% | $4,764-5.6% |
| Participant deferral / active EE | $9,481 | $4,778+98.4% | $4,048+134.2% | $5,851+62.0% |
| Admin fee / account holder | $658 | $12,194-94.6% | $7,491-91.2% | $11,599-94.3% |