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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 | $23,533 | $69,252-66.0% | $64,099-63.3% | $139,456-83.1% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.57% | 45.89%-34.3pp | 33.70%-22.1pp | 373.45%-361.9pp |
| Employer contribution / active EE | $2,665 | $3,184-16.3% | $2,748-3.0% | $4,753-43.9% |
| Participant deferral / active EE | $6,040 | $4,683+29.0% | $3,881+55.6% | $6,711-10.0% |
| Admin fee / account holder | $582 | $4,248-86.3% | $3,070-81.1% | $11,407-94.9% |