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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 | $38,773 | $100,262-61.3% | $81,370-52.3% | $145,897-73.4% |
| Participation rate | 95.7% | 74.3%+21.4pp | 69.5%+26.1pp | 80.3%+15.3pp |
| Annual return | 18.97% | 34.52%-15.6pp | 24.85%-5.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $4,539 | $2,979+52.4% | $2,464+84.2% | $4,663-2.7% |
| Participant deferral / active EE | $10,654 | $4,612+131.0% | $3,885+174.2% | $6,689+59.3% |
| Admin fee / account holder | $3,855 | $8,163-52.8% | $5,749-33.0% | $13,390-71.2% |