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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 | $41,967 | $103,387-59.4% | $87,102-51.8% | $152,885-72.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 27.04% | 28.10%-1.1pp | 28.19%-1.2pp | 345.39%-318.4pp |
| Employer contribution / active EE | $3,620 | $3,221+12.4% | $2,521+43.6% | $4,763-24.0% |
| Participant deferral / active EE | $7,500 | $4,778+57.0% | $4,048+85.3% | $5,851+28.2% |
| Admin fee / account holder | $721 | $12,193-94.1% | $7,491-90.4% | $11,598-93.8% |