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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 | $56,790 | $105,929-46.4% | $81,926-30.7% | $158,950-64.3% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.0%+19.7pp | 82.0%+9.7pp |
| Annual return | 15.28% | 38.19%-22.9pp | 29.49%-14.2pp | 302.91%-287.6pp |
| Employer contribution / active EE | $7,810 | $7,802+0.1% | $4,310+81.2% | $4,762+64.0% |
| Participant deferral / active EE | $3,829 | $13,007-70.6% | $7,108-46.1% | $5,983-36.0% |
| Admin fee / account holder | $492 | $8,492-94.2% | $5,159-90.5% | $11,248-95.6% |