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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 | $46,781 | $100,073-53.3% | $85,126-45.0% | $145,877-67.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.74% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $7,621 | $3,236+135.5% | $2,731+179.0% | $4,663+63.4% |
| Participant deferral / active EE | $4,870 | $5,294-8.0% | $4,523+7.7% | $6,691-27.2% |
| Admin fee / account holder | $614 | $7,261-91.5% | $6,160-90.0% | $13,402-95.4% |