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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 | $56,159 | $93,598-40.0% | $135,974-58.7% | $75,173-25.3% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.71% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $19,432 | $3,538+449.3% | $4,859+299.9% | $2,671+627.5% |
| Participant deferral / active EE | $13,718 | $6,405+114.2% | $7,760+76.8% | $4,126+232.5% |
| Admin fee / account holder | $702 | $6,978-89.9% | $10,767-93.5% | $5,651-87.6% |