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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 | $39,658 | $106,280-62.7% | $96,538-58.9% | $139,487-71.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 28.29% | 38.48%-10.2pp | 35.74%-7.5pp | 373.84%-345.6pp |
| Employer contribution / active EE | $2,446 | $4,107-40.5% | $3,740-34.6% | $4,755-48.6% |
| Participant deferral / active EE | $5,329 | $5,457-2.3% | $4,880+9.2% | $6,713-20.6% |
| Admin fee / account holder | $628 | $7,888-92.0% | $6,737-90.7% | $11,407-94.5% |