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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 | $40,416 | $90,590-55.4% | $90,782-55.5% | $135,379-70.1% |
| Participation rate | 94.4% | 83.7%+10.7pp | 82.7%+11.8pp | 82.6%+11.8pp |
| Annual return | 11.99% | -3.40%+15.4pp | -3.42%+15.4pp | 519.79%-507.8pp |
| Employer contribution / active EE | $4,928 | $4,352+13.2% | $4,105+20.0% | $4,779+3.1% |
| Participant deferral / active EE | $10,522 | $5,407+94.6% | $5,366+96.1% | $5,609+87.6% |
| Admin fee / account holder | $16,712 | $7,683+117.5% | $5,908+182.9% | $10,828+54.3% |