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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 | $30,521 | $110,410-72.4% | $102,437-70.2% | $145,897-79.1% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 9.58% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $5,460 | $4,217+29.5% | $3,871+41.1% | $4,663+17.1% |
| Participant deferral / active EE | $3,553 | $5,622-36.8% | $5,060-29.8% | $6,689-46.9% |
| Admin fee / account holder | $420 | $9,745-95.7% | $8,388-95.0% | $13,390-96.9% |