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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 | $59,489 | $117,895-49.5% | $102,460-41.9% | $145,897-59.2% |
| Participation rate | 90.5% | 78.6%+11.8pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 23.13% | 31.92%-8.8pp | 29.47%-6.3pp | 552.29%-529.2pp |
| Employer contribution / active EE | $9,414 | $3,619+160.1% | $3,025+211.2% | $4,663+101.9% |
| Participant deferral / active EE | $25,956 | $5,736+352.5% | $5,056+413.3% | $6,689+288.0% |
| Admin fee / account holder | $12,919 | $13,353-3.2% | $9,460+36.6% | $13,390-3.5% |