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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 | $20,489 | $110,212-81.4% | $96,534-78.8% | $139,466-85.3% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.8pp |
| Annual return | 28.70% | 26.42%+2.3pp | 25.88%+2.8pp | 373.66%-345.0pp |
| Employer contribution / active EE | $3,963 | $3,620+9.5% | $2,965+33.6% | $4,754-16.6% |
| Participant deferral / active EE | $6,475 | $5,547+16.7% | $4,851+33.5% | $6,712-3.5% |
| Admin fee / account holder | $401 | $11,599-96.5% | $8,253-95.1% | $11,409-96.5% |