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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 | $39,784 | $110,337-63.9% | $102,383-61.1% | $145,877-72.7% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 32.19% | 24.83%+7.4pp | 24.94%+7.3pp | 551.28%-519.1pp |
| Employer contribution / active EE | $4,126 | $4,216-2.1% | $3,870+6.6% | $4,663-11.5% |
| Participant deferral / active EE | $9,143 | $5,621+62.7% | $5,060+80.7% | $6,691+36.7% |
| Admin fee / account holder | $490 | $9,750-95.0% | $8,391-94.2% | $13,402-96.3% |