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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 | $42,676 | $111,814-61.8% | $103,374-58.7% | $145,959-70.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 19.10% | 24.77%-5.7pp | 24.89%-5.8pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,865 | $4,214-55.7% | $3,869-51.8% | $4,661-60.0% |
| Participant deferral / active EE | $9,913 | $5,618+76.4% | $5,058+96.0% | $6,689+48.2% |
| Admin fee / account holder | $383 | $9,754-96.1% | $8,394-95.4% | $13,398-97.1% |