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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 | $42,412 | $106,247-60.1% | $96,515-56.1% | $139,466-69.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.56% | 38.47%-18.9pp | 35.73%-16.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $5,070 | $4,106+23.5% | $3,740+35.6% | $4,754+6.6% |
| Participant deferral / active EE | $5,895 | $5,456+8.1% | $4,880+20.8% | $6,712-12.2% |
| Admin fee / account holder | $422 | $7,885-94.6% | $6,735-93.7% | $11,409-96.3% |