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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 | $32,503 | $110,240-70.5% | $96,544-66.3% | $139,487-76.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 20.91% | 26.41%-5.5pp | 25.88%-5.0pp | 373.84%-352.9pp |
| Employer contribution / active EE | $3,915 | $3,622+8.1% | $2,966+32.0% | $4,755-17.7% |
| Participant deferral / active EE | $8,746 | $5,549+57.6% | $4,851+80.3% | $6,713+30.3% |
| Admin fee / account holder | $401 | $11,602-96.5% | $8,254-95.1% | $11,407-96.5% |