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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 | $29,907 | $78,670-62.0% | $109,173-72.6% | $85,847-65.2% |
| Participation rate | 86.7% | 68.3%+18.4pp | 75.9%+10.8pp | 69.3%+17.3pp |
| Annual return | 12.39% | 25.09%-12.7pp | 25.75%-13.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $3,950 | $2,734+44.5% | $3,723+6.1% | $2,565+54.0% |
| Participant deferral / active EE | $2,546 | $3,467-26.6% | $4,654-45.3% | $3,952-35.6% |
| Admin fee / account holder | $391 | $5,469-92.8% | $6,755-94.2% | $6,261-93.8% |