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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 | $26,532 | $103,387-74.3% | $87,102-69.5% | $152,885-82.6% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.9%+13.6pp | 82.5%+8.0pp |
| Annual return | 33.68% | 28.10%+5.6pp | 28.19%+5.5pp | 345.39%-311.7pp |
| Employer contribution / active EE | $4,532 | $3,221+40.7% | $2,521+79.7% | $4,763-4.9% |
| Participant deferral / active EE | $11,794 | $4,778+146.8% | $4,048+191.3% | $5,851+101.6% |
| Admin fee / account holder | $594 | $12,193-95.1% | $7,491-92.1% | $11,598-94.9% |