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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 | $17,423 | $115,917-85.0% | $100,535-82.7% | $158,982-89.0% |
| Participation rate | 95.0% | 81.6%+13.4pp | 79.4%+15.6pp | 82.0%+13.0pp |
| Annual return | 18.46% | 34.80%-16.3pp | 30.90%-12.4pp | 302.99%-284.5pp |
| Employer contribution / active EE | $5,502 | $4,105+34.0% | $3,419+61.0% | $4,763+15.5% |
| Participant deferral / active EE | $6,507 | $6,677-2.5% | $6,271+3.8% | $5,983+8.8% |
| Admin fee / account holder | $939 | $11,002-91.5% | $8,085-88.4% | $11,252-91.7% |