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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 | $32,410 | $111,814-71.0% | $103,378-68.6% | $145,978-77.8% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 16.90% | 24.80%-7.9pp | 24.91%-8.0pp | 550.52%-533.6pp |
| Employer contribution / active EE | $7,649 | $4,215+81.5% | $3,870+97.6% | $4,662+64.1% |
| Participant deferral / active EE | $7,896 | $5,618+40.5% | $5,058+56.1% | $6,690+18.0% |
| Admin fee / account holder | $810 | $9,764-91.7% | $8,401-90.4% | $13,400-94.0% |