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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 | $43,960 | $104,251-57.8% | $91,004-51.7% | $147,586-70.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 19.94% | 27.06%-7.1pp | 4.60%+15.3pp | 578.59%-558.7pp |
| Employer contribution / active EE | $6,098 | $3,116+95.7% | $2,456+148.3% | $4,876+25.1% |
| Participant deferral / active EE | $18,295 | $4,195+336.1% | $3,548+415.7% | $5,439+236.4% |
| Admin fee / account holder | $19,113 | $8,948+113.6% | $5,417+252.8% | $10,886+75.6% |