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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 | $29,780 | $107,353-72.3% | $92,903-67.9% | $152,885-80.5% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.5%+1.8pp |
| Annual return | 21.98% | 145.62%-123.6pp | 109.43%-87.5pp | 345.39%-323.4pp |
| Employer contribution / active EE | $1,262 | $4,222-70.1% | $3,653-65.5% | $4,763-73.5% |
| Participant deferral / active EE | $3,361 | $4,848-30.7% | $4,238-20.7% | $5,851-42.5% |
| Admin fee / account holder | $582 | $7,081-91.8% | $5,795-89.9% | $11,598-95.0% |