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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 | $39,568 | $110,410-64.2% | $102,437-61.4% | $145,897-72.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.10% | 24.85%-9.8pp | 24.95%-9.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $7,277 | $4,217+72.6% | $3,871+88.0% | $4,663+56.1% |
| Participant deferral / active EE | $5,341 | $5,622-5.0% | $5,060+5.5% | $6,689-20.2% |
| Admin fee / account holder | $578 | $9,745-94.1% | $8,388-93.1% | $13,390-95.7% |