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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 | $14,859 | $110,379-86.5% | $102,412-85.5% | $145,884-89.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 23.24% | 24.84%-1.6pp | 24.94%-1.7pp | 551.85%-528.6pp |
| Employer contribution / active EE | $5,962 | $4,216+41.4% | $3,870+54.1% | $4,662+27.9% |
| Participant deferral / active EE | $11,590 | $5,622+106.2% | $5,060+129.0% | $6,690+73.3% |
| Admin fee / account holder | $8,223 | $9,745-15.6% | $8,388-2.0% | $13,392-38.6% |