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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 | $51,323 | $102,422-49.9% | $147,117-65.1% | $80,959-36.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 17.34% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,023 | $3,717-18.7% | $4,932-38.7% | $2,757+9.7% |
| Participant deferral / active EE | $7,298 | $6,652+9.7% | $8,065-9.5% | $4,300+69.7% |
| Admin fee / account holder | $317 | $7,953-96.0% | $12,993-97.6% | $6,925-95.4% |