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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 | $28,345 | $110,379-74.3% | $102,412-72.3% | $145,884-80.6% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 15.01% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $7,602 | $4,216+80.3% | $3,870+96.4% | $4,662+63.1% |
| Participant deferral / active EE | $5,425 | $5,622-3.5% | $5,060+7.2% | $6,690-18.9% |
| Admin fee / account holder | $1,299 | $9,745-86.7% | $8,388-84.5% | $13,392-90.3% |