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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 | $33,606 | $118,708-71.7% | $98,920-66.0% | $158,966-78.9% |
| Participation rate | 89.5% | 77.8%+11.6pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 12.01% | 372.49%-360.5pp | 196.47%-184.5pp | 302.95%-290.9pp |
| Employer contribution / active EE | $5,933 | $3,334+77.9% | $2,689+120.6% | $4,762+24.6% |
| Participant deferral / active EE | $1,705 | $5,089-66.5% | $4,245-59.8% | $5,983-71.5% |
| Admin fee / account holder | $321 | $10,134-96.8% | $6,643-95.2% | $11,250-97.1% |