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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 | $40,523 | $112,729-64.1% | $98,716-59.0% | $137,256-70.5% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.3%+23.0pp | 80.0%+12.3pp |
| Annual return | 15.59% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,154 | $2,725-21.0% | $2,279-5.5% | $4,156-48.2% |
| Participant deferral / active EE | $6,223 | $4,640+34.1% | $4,048+53.7% | $6,407-2.9% |
| Admin fee / account holder | $437 | $10,129-95.7% | $8,703-95.0% | $12,270-96.4% |