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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 | $43,397 | $110,379-60.7% | $102,412-57.6% | $145,884-70.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 25.28% | 24.84%+0.4pp | 24.94%+0.3pp | 551.85%-526.6pp |
| Employer contribution / active EE | $1,179 | $4,216-72.0% | $3,870-69.5% | $4,662-74.7% |
| Participant deferral / active EE | $3,680 | $5,622-34.5% | $5,060-27.3% | $6,690-45.0% |
| Admin fee / account holder | $1,166 | $9,745-88.0% | $8,388-86.1% | $13,392-91.3% |