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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 | $8,548 | $88,702-90.4% | $81,780-89.5% | $145,978-94.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 20.23% | 1029.12%-1008.9pp | 776.27%-756.0pp | 550.52%-530.3pp |
| Employer contribution / active EE | $1,875 | $3,084-39.2% | $2,914-35.6% | $4,662-59.8% |
| Participant deferral / active EE | $6,300 | $4,645+35.6% | $4,321+45.8% | $6,690-5.8% |
| Admin fee / account holder | $645 | $8,414-92.3% | $7,384-91.3% | $13,400-95.2% |