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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 | $43,082 | $98,240-56.1% | $82,312-47.7% | $147,586-70.8% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 20.06% | 30.85%-10.8pp | 25.88%-5.8pp | 578.59%-558.5pp |
| Employer contribution / active EE | $4,013 | $3,192+25.7% | $2,428+65.3% | $4,876-17.7% |
| Participant deferral / active EE | $8,485 | $4,383+93.6% | $3,706+128.9% | $5,439+56.0% |
| Admin fee / account holder | $779 | $8,563-90.9% | $5,608-86.1% | $10,886-92.8% |