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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 | $42,038 | $152,619-72.5% | $125,195-66.4% | $152,909-72.5% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 38.00% | 54.85%-16.8pp | 43.79%-5.8pp | 345.46%-307.5pp |
| Employer contribution / active EE | $1,635 | $4,947-67.0% | $3,866-57.7% | $4,764-65.7% |
| Participant deferral / active EE | $6,620 | $5,869+12.8% | $4,937+34.1% | $5,851+13.1% |
| Admin fee / account holder | $468 | $13,437-96.5% | $9,704-95.2% | $11,601-96.0% |