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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 | $26,863 | $77,416-65.3% | $69,464-61.3% | $152,897-82.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.5%+6.4pp |
| Annual return | 26.76% | 39.08%-12.3pp | 28.98%-2.2pp | 345.43%-318.7pp |
| Employer contribution / active EE | $3,028 | $3,315-8.6% | $2,779+8.9% | $4,764-36.4% |
| Participant deferral / active EE | $6,346 | $4,413+43.8% | $3,536+79.5% | $5,851+8.5% |
| Admin fee / account holder | $385 | $6,208-93.8% | $3,840-90.0% | $11,599-96.7% |