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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 | $25,590 | $93,598-72.7% | $135,974-81.2% | $75,173-66.0% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 28.75% | 30.89%-2.1pp | 68.30%-39.6pp | 160.72%-132.0pp |
| Employer contribution / active EE | $6,151 | $3,538+73.9% | $4,859+26.6% | $2,671+130.3% |
| Participant deferral / active EE | $7,817 | $6,405+22.0% | $7,760+0.7% | $4,126+89.5% |
| Admin fee / account holder | $418 | $6,978-94.0% | $10,767-96.1% | $5,651-92.6% |