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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 | $32,889 | $183,516-82.1% | $155,534-78.9% | $145,884-77.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.95% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,481 | $5,315-72.1% | $4,675-68.3% | $4,662-68.2% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $725 | $19,293-96.2% | $15,900-95.4% | $13,392-94.6% |