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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 | $23,377 | $85,060-72.5% | $70,565-66.9% | $139,487-83.2% |
| Participation rate | 92.9% | 73.9%+19.0pp | 68.4%+24.5pp | 80.3%+12.5pp |
| Annual return | 19.90% | 30.39%-10.5pp | 32.79%-12.9pp | 373.84%-353.9pp |
| Employer contribution / active EE | $5,441 | $3,912+39.1% | $2,976+82.9% | $4,755+14.4% |
| Participant deferral / active EE | $1,813 | $5,891-69.2% | $4,568-60.3% | $6,713-73.0% |
| Admin fee / account holder | $941 | $8,932-89.5% | $6,430-85.4% | $11,407-91.8% |