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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 | $40,448 | $77,419-47.8% | $69,461-41.8% | $152,885-73.5% |
| Participation rate | 95.8% | 78.1%+17.7pp | 74.6%+21.2pp | 82.5%+13.4pp |
| Annual return | 19.06% | 39.07%-20.0pp | 28.97%-9.9pp | 345.39%-326.3pp |
| Employer contribution / active EE | $2,786 | $3,315-16.0% | $2,779+0.2% | $4,763-41.5% |
| Participant deferral / active EE | $5,076 | $4,414+15.0% | $3,536+43.6% | $5,851-13.2% |
| Admin fee / account holder | $408 | $6,207-93.4% | $3,840-89.4% | $11,598-96.5% |