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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 | $45,122 | $106,267-57.5% | $96,520-53.3% | $139,456-67.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 20.01% | 38.45%-18.4pp | 35.72%-15.7pp | 373.45%-353.4pp |
| Employer contribution / active EE | $2,828 | $4,105-31.1% | $3,739-24.4% | $4,753-40.5% |
| Participant deferral / active EE | $7,827 | $5,454+43.5% | $4,879+60.4% | $6,711+16.6% |
| Admin fee / account holder | $730 | $7,882-90.7% | $6,733-89.2% | $11,407-93.6% |