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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 | $36,832 | $98,240-62.5% | $82,312-55.3% | $147,586-75.0% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 13.33% | 30.85%-17.5pp | 25.88%-12.5pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,923 | $3,192-39.7% | $2,428-20.8% | $4,876-60.6% |
| Participant deferral / active EE | $3,094 | $4,383-29.4% | $3,706-16.5% | $5,439-43.1% |
| Admin fee / account holder | $545 | $8,563-93.6% | $5,608-90.3% | $10,886-95.0% |