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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 | $59,080 | $176,786-66.6% | $146,643-59.7% | $167,536-64.7% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 18.84% | 24.04%-5.2pp | 22.75%-3.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $7,794 | $5,161+51.0% | $4,137+88.4% | $4,839+61.1% |
| Participant deferral / active EE | $4,635 | $6,440-28.0% | $5,506-15.8% | $6,342-26.9% |
| Admin fee / account holder | $420 | $13,262-96.8% | $10,280-95.9% | $12,315-96.6% |