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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 | $36,471 | $183,592-80.1% | $155,574-76.6% | $145,877-75.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.25% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $7,060 | $5,317+32.8% | $4,676+51.0% | $4,663+51.4% |
| Participant deferral / active EE | $6,871 | $6,466+6.3% | $5,629+22.1% | $6,691+2.7% |
| Admin fee / account holder | $334 | $19,316-98.3% | $15,914-97.9% | $13,402-97.5% |