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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 | $41,747 | $100,139-58.3% | $85,187-51.0% | $145,884-71.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 20.63% | 84.15%-63.5pp | 66.67%-46.0pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,977 | $3,238-8.1% | $2,732+8.9% | $4,662-36.2% |
| Participant deferral / active EE | $3,050 | $5,296-42.4% | $4,525-32.6% | $6,690-54.4% |
| Admin fee / account holder | $443 | $7,262-93.9% | $6,162-92.8% | $13,392-96.7% |