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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 | $29,388 | $110,379-73.4% | $102,412-71.3% | $145,884-79.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.33% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $6,009 | $4,216+42.5% | $3,870+55.3% | $4,662+28.9% |
| Participant deferral / active EE | $2,127 | $5,622-62.2% | $5,060-58.0% | $6,690-68.2% |
| Admin fee / account holder | $760 | $9,745-92.2% | $8,388-90.9% | $13,392-94.3% |