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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 | $78,437 | $110,212-28.8% | $96,534-18.7% | $139,466-43.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 20.10% | 26.42%-6.3pp | 25.88%-5.8pp | 373.66%-353.6pp |
| Employer contribution / active EE | $3,715 | $3,620+2.6% | $2,965+25.3% | $4,754-21.9% |
| Participant deferral / active EE | $12,517 | $5,547+125.6% | $4,851+158.0% | $6,712+86.5% |
| Admin fee / account holder | $589 | $11,599-94.9% | $8,253-92.9% | $11,409-94.8% |