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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 | $40,545 | $117,904-65.6% | $102,457-60.4% | $145,978-72.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.77% | 31.80%-17.0pp | 29.41%-14.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $941 | $3,613-73.9% | $3,022-68.9% | $4,662-79.8% |
| Participant deferral / active EE | $4,650 | $5,733-18.9% | $5,054-8.0% | $6,690-30.5% |
| Admin fee / account holder | $27,344 | $13,329+105.1% | $9,451+189.3% | $13,400+104.1% |