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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 | $111,814-64.4% | $103,374-61.5% | $145,959-72.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 19.30% | 24.77%-5.5pp | 24.89%-5.6pp | 561.95%-542.7pp |
| Employer contribution / active EE | $2,520 | $4,214-40.2% | $3,869-34.9% | $4,661-45.9% |
| Participant deferral / active EE | $7,641 | $5,618+36.0% | $5,058+51.1% | $6,689+14.2% |
| Admin fee / account holder | $375 | $9,754-96.2% | $8,394-95.5% | $13,398-97.2% |