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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 | $110,337-61.3% | $102,383-58.3% | $145,877-70.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 19.10% | 24.83%-5.7pp | 24.94%-5.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,865 | $4,216-55.8% | $3,870-51.8% | $4,663-60.0% |
| Participant deferral / active EE | $9,913 | $5,621+76.4% | $5,060+95.9% | $6,691+48.2% |
| Admin fee / account holder | $383 | $9,750-96.1% | $8,391-95.4% | $13,402-97.1% |