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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 | $45,943 | $201,372-77.2% | $184,260-75.1% | $145,884-68.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 18.73% | 29.04%-10.3pp | 28.84%-10.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $6,219 | $7,024-11.5% | $6,427-3.2% | $4,662+33.4% |
| Participant deferral / active EE | $10,387 | $9,808+5.9% | $9,133+13.7% | $6,690+55.3% |
| Admin fee / account holder | $538 | $16,362-96.7% | $13,898-96.1% | $13,392-96.0% |