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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 | $22,875 | $101,063-77.4% | $81,473-71.9% | $147,586-84.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 15.96% | 32.41%-16.4pp | 38.78%-22.8pp | 578.59%-562.6pp |
| Employer contribution / active EE | $3,544 | $3,206+10.5% | $2,568+38.0% | $4,876-27.3% |
| Participant deferral / active EE | $4,000 | $4,242-5.7% | $3,537+13.1% | $5,439-26.4% |
| Admin fee / account holder | $987 | $5,812-83.0% | $4,561-78.4% | $10,886-90.9% |