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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 | $40,505 | $110,337-63.3% | $102,383-60.4% | $145,877-72.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.56% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,605 | $4,216-14.5% | $3,870-6.8% | $4,663-22.7% |
| Participant deferral / active EE | $6,757 | $5,621+20.2% | $5,060+33.5% | $6,691+1.0% |
| Admin fee / account holder | $534 | $9,750-94.5% | $8,391-93.6% | $13,402-96.0% |