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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 | $21,446 | $141,004-84.8% | $112,273-80.9% | $139,466-84.6% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 21.37% | 32.75%-11.4pp | 30.23%-8.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,633 | $4,285-38.5% | $3,431-23.3% | $4,754-44.6% |
| Participant deferral / active EE | $6,601 | $5,878+12.3% | $4,800+37.5% | $6,712-1.6% |
| Admin fee / account holder | $686 | $9,959-93.1% | $7,752-91.2% | $11,409-94.0% |