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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 | $42,440 | $124,330-65.9% | $109,173-61.1% | $167,536-74.7% |
| Participation rate | 76.9% | 79.5%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 13.39% | 26.04%-12.7pp | 25.75%-12.4pp | 478.82%-465.4pp |
| Employer contribution / active EE | $6,531 | $4,209+55.2% | $3,723+75.4% | $4,839+35.0% |
| Participant deferral / active EE | $4,946 | $5,256-5.9% | $4,654+6.3% | $6,342-22.0% |
| Admin fee / account holder | $1,392 | $7,974-82.5% | $6,755-79.4% | $12,315-88.7% |