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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 | $15,495 | $85,024-81.8% | $70,544-78.0% | $139,466-88.9% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.4%+17.4pp | 80.3%+5.4pp |
| Annual return | 31.05% | 30.39%+0.7pp | 32.79%-1.7pp | 373.66%-342.6pp |
| Employer contribution / active EE | $3,503 | $3,912-10.5% | $2,976+17.7% | $4,754-26.3% |
| Participant deferral / active EE | $6,932 | $5,891+17.7% | $4,568+51.8% | $6,712+3.3% |
| Admin fee / account holder | $423 | $8,928-95.3% | $6,427-93.4% | $11,409-96.3% |