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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 | $25,831 | $106,247-75.7% | $96,515-73.2% | $139,466-81.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 19.41% | 38.47%-19.1pp | 35.73%-16.3pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,879 | $4,106-5.5% | $3,740+3.7% | $4,754-18.4% |
| Participant deferral / active EE | $8,364 | $5,456+53.3% | $4,880+71.4% | $6,712+24.6% |
| Admin fee / account holder | $369 | $7,885-95.3% | $6,735-94.5% | $11,409-96.8% |