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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 | $30,738 | $227,597-86.5% | $189,575-83.8% | $167,536-81.7% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 11.08% | 78.44%-67.4pp | 64.19%-53.1pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,669 | $5,316-68.6% | $4,412-62.2% | $4,839-65.5% |
| Participant deferral / active EE | $3,845 | $7,002-45.1% | $6,174-37.7% | $6,342-39.4% |
| Admin fee / account holder | $314 | $11,877-97.4% | $9,806-96.8% | $12,315-97.4% |