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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 | $132,099-58.1% | $115,599-52.2% | $138,895-60.2% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.3%+15.2pp | 79.9%+9.6pp |
| Annual return | 18.34% | 176.76%-158.4pp | 111.10%-92.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,711 | $3,416+8.6% | $2,955+25.6% | $4,194-11.5% |
| Participant deferral / active EE | $10,094 | $5,617+79.7% | $4,889+106.4% | $6,396+57.8% |
| Admin fee / account holder | $410 | $15,650-97.4% | $12,841-96.8% | $12,562-96.7% |