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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 | $58,603 | $124,330-52.9% | $109,173-46.3% | $167,536-65.0% |
| Participation rate | 90.9% | 79.5%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 14.98% | 26.04%-11.1pp | 25.75%-10.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $3,254 | $4,209-22.7% | $3,723-12.6% | $4,839-32.8% |
| Participant deferral / active EE | $7,315 | $5,256+39.2% | $4,654+57.2% | $6,342+15.3% |
| Admin fee / account holder | $822 | $7,974-89.7% | $6,755-87.8% | $12,315-93.3% |