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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 | $40,773 | $69,248-41.1% | $64,101-36.4% | $139,466-70.8% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 20.29% | 45.95%-25.7pp | 33.72%-13.4pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,826 | $3,185-11.3% | $2,749+2.8% | $4,754-40.5% |
| Participant deferral / active EE | $5,784 | $4,682+23.5% | $3,881+49.0% | $6,712-13.8% |
| Admin fee / account holder | $314 | $4,247-92.6% | $3,070-89.8% | $11,409-97.2% |