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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 | $40,211 | $110,212-63.5% | $96,534-58.3% | $139,466-71.2% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 23.14% | 26.42%-3.3pp | 25.88%-2.7pp | 373.66%-350.5pp |
| Employer contribution / active EE | $3,986 | $3,620+10.1% | $2,965+34.4% | $4,754-16.1% |
| Participant deferral / active EE | $7,087 | $5,547+27.8% | $4,851+46.1% | $6,712+5.6% |
| Admin fee / account holder | $418 | $11,599-96.4% | $8,253-94.9% | $11,409-96.3% |