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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 | $29,128 | $183,516-84.1% | $155,534-81.3% | $145,884-80.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 8.98% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,550 | $5,315-52.0% | $4,675-45.5% | $4,662-45.3% |
| Participant deferral / active EE | $7,695 | $6,467+19.0% | $5,630+36.7% | $6,690+15.0% |
| Admin fee / account holder | $1,611 | $19,293-91.7% | $15,900-89.9% | $13,392-88.0% |