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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 | $24,927 | $89,367-72.1% | $141,191-82.3% | $72,975-65.8% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 75.65% | 111.87%-36.2pp | 71.41%+4.2pp | 81.01%-5.4pp |
| Employer contribution / active EE | $3,175 | $3,115+1.9% | $4,736-33.0% | $2,440+30.1% |
| Participant deferral / active EE | $8,504 | $5,419+56.9% | $6,710+26.7% | $3,608+135.7% |
| Admin fee / account holder | $417 | $5,957-93.0% | $10,264-95.9% | $5,124-91.9% |