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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 | $32,532 | $103,392-68.5% | $87,104-62.7% | $152,897-78.7% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.9%+16.0pp | 82.5%+10.4pp |
| Annual return | 21.99% | 28.10%-6.1pp | 28.19%-6.2pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,750 | $3,221-14.6% | $2,521+9.1% | $4,764-42.3% |
| Participant deferral / active EE | $6,872 | $4,778+43.8% | $4,048+69.7% | $5,851+17.4% |
| Admin fee / account holder | $394 | $12,194-96.8% | $7,491-94.7% | $11,599-96.6% |