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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 | $39,671 | $105,856-62.5% | $90,161-56.0% | $147,586-73.1% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 20.27% | 37.63%-17.4pp | 34.89%-14.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $2,225 | $4,126-46.1% | $3,318-33.0% | $4,876-54.4% |
| Participant deferral / active EE | $4,857 | $5,733-15.3% | $5,287-8.1% | $5,439-10.7% |
| Admin fee / account holder | $425 | $8,046-94.7% | $5,943-92.8% | $10,886-96.1% |