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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 | $52,562 | $172,111-69.5% | $150,298-65.0% | $137,256-61.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 24.10% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $11,313 | $4,636+144.0% | $4,154+172.3% | $4,156+172.2% |
| Participant deferral / active EE | $10,465 | $6,166+69.7% | $5,453+91.9% | $6,407+63.3% |
| Admin fee / account holder | $566 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |