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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 | $45,199 | $117,895-61.7% | $102,460-55.9% | $145,897-69.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 8.90% | 31.92%-23.0pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,579 | $3,619-56.4% | $3,025-47.8% | $4,663-66.1% |
| Participant deferral / active EE | $1,885 | $5,736-67.1% | $5,056-62.7% | $6,689-71.8% |
| Admin fee / account holder | $390 | $13,353-97.1% | $9,460-95.9% | $13,390-97.1% |