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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 | $21,248 | $124,330-82.9% | $109,173-80.5% | $167,536-87.3% |
| Participation rate | 95.7% | 79.5%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | 36.35% | 26.04%+10.3pp | 25.75%+10.6pp | 478.82%-442.5pp |
| Employer contribution / active EE | $2,390 | $4,209-43.2% | $3,723-35.8% | $4,839-50.6% |
| Participant deferral / active EE | $4,980 | $5,256-5.3% | $4,654+7.0% | $6,342-21.5% |
| Admin fee / account holder | $393 | $7,974-95.1% | $6,755-94.2% | $12,315-96.8% |