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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 | $41,389 | $103,392-60.0% | $87,104-52.5% | $152,897-72.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 22.96% | 28.10%-5.1pp | 28.19%-5.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $4,547 | $3,221+41.2% | $2,521+80.3% | $4,764-4.5% |
| Participant deferral / active EE | $5,421 | $4,778+13.4% | $4,048+33.9% | $5,851-7.4% |
| Admin fee / account holder | $307 | $12,194-97.5% | $7,491-95.9% | $11,599-97.4% |