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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 | $28,408 | $228,352-87.6% | $185,835-84.7% | $158,966-82.1% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+8.9pp |
| Annual return | 17.42% | 40.81%-23.4pp | 35.96%-18.5pp | 302.95%-285.5pp |
| Employer contribution / active EE | $6,818 | $4,967+37.3% | $4,087+66.8% | $4,762+43.2% |
| Participant deferral / active EE | $4,994 | $6,416-22.2% | $5,633-11.3% | $5,983-16.5% |
| Admin fee / account holder | $418 | $11,867-96.5% | $9,502-95.6% | $11,250-96.3% |