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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 | $110,337-64.1% | $102,383-61.4% | $145,877-72.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.10% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $7,277 | $4,216+72.6% | $3,870+88.0% | $4,663+56.1% |
| Participant deferral / active EE | $5,341 | $5,621-5.0% | $5,060+5.6% | $6,691-20.2% |
| Admin fee / account holder | $578 | $9,750-94.1% | $8,391-93.1% | $13,402-95.7% |