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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 | $100,147-61.3% | $81,286-52.3% | $145,877-73.4% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.5%+26.1pp | 80.3%+15.3pp |
| Annual return | 18.97% | 34.44%-15.5pp | 24.80%-5.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $4,539 | $2,977+52.5% | $2,463+84.3% | $4,663-2.7% |
| Participant deferral / active EE | $10,654 | $4,607+131.2% | $3,883+174.4% | $6,691+59.2% |
| Admin fee / account holder | $3,855 | $8,201-53.0% | $5,764-33.1% | $13,402-71.2% |