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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 | $55,286 | $132,634-58.3% | $115,768-52.2% | $137,256-59.7% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.4%+15.1pp | 80.0%+9.5pp |
| Annual return | 18.34% | 160.70%-142.4pp | 100.46%-82.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,711 | $3,360+10.4% | $2,940+26.2% | $4,156-10.7% |
| Participant deferral / active EE | $10,094 | $5,619+79.6% | $4,917+105.3% | $6,407+57.5% |
| Admin fee / account holder | $410 | $15,028-97.3% | $12,439-96.7% | $12,270-96.7% |