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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 | $39,808 | $110,410-63.9% | $102,437-61.1% | $145,897-72.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 19.30% | 24.85%-5.6pp | 24.95%-5.7pp | 552.29%-533.0pp |
| Employer contribution / active EE | $2,520 | $4,217-40.3% | $3,871-34.9% | $4,663-46.0% |
| Participant deferral / active EE | $7,641 | $5,622+35.9% | $5,060+51.0% | $6,689+14.2% |
| Admin fee / account holder | $375 | $9,745-96.2% | $8,388-95.5% | $13,390-97.2% |