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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 | $42,978 | $110,286-61.0% | $96,569-55.5% | $139,427-69.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 13.70% | 26.39%-12.7pp | 25.87%-12.2pp | 373.27%-359.6pp |
| Employer contribution / active EE | $3,643 | $3,619+0.7% | $2,965+22.9% | $4,752-23.3% |
| Participant deferral / active EE | $9,938 | $5,546+79.2% | $4,851+104.9% | $6,711+48.1% |
| Admin fee / account holder | $993 | $11,592-91.4% | $8,251-88.0% | $11,404-91.3% |