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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 | $30,826 | $135,645-77.3% | $110,243-72.0% | $135,380-77.2% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | 5.09% | 513.24%-508.1pp | 314.76%-309.7pp | 519.81%-514.7pp |
| Employer contribution / active EE | $7,903 | $4,907+61.1% | $3,827+106.5% | $4,779+65.4% |
| Participant deferral / active EE | $4,812 | $5,507-12.6% | $4,672+3.0% | $5,609-14.2% |
| Admin fee / account holder | $379 | $11,458-96.7% | $8,548-95.6% | $10,828-96.5% |