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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 | $35,143 | $109,872-68.0% | $98,483-64.3% | $167,536-79.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 15.56% | 1959.31%-1943.8pp | 1494.38%-1478.8pp | 478.82%-463.3pp |
| Employer contribution / active EE | $2,885 | $3,225-10.5% | $2,961-2.5% | $4,839-40.4% |
| Participant deferral / active EE | $6,630 | $4,673+41.9% | $4,276+55.0% | $6,342+4.5% |
| Admin fee / account holder | $912 | $6,757-86.5% | $5,953-84.7% | $12,315-92.6% |