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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 | $46,013 | $98,240-53.2% | $82,312-44.1% | $147,586-68.8% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 23.35% | 30.85%-7.5pp | 25.88%-2.5pp | 578.59%-555.2pp |
| Employer contribution / active EE | $2,207 | $3,192-30.8% | $2,428-9.1% | $4,876-54.7% |
| Participant deferral / active EE | $6,705 | $4,383+53.0% | $3,706+80.9% | $5,439+23.3% |
| Admin fee / account holder | $886 | $8,563-89.7% | $5,608-84.2% | $10,886-91.9% |