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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 | $41,046 | $106,247-61.4% | $96,515-57.5% | $139,466-70.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.16% | 38.47%-21.3pp | 35.73%-18.6pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,539 | $4,106-62.5% | $3,740-58.8% | $4,754-67.6% |
| Participant deferral / active EE | $4,697 | $5,456-13.9% | $4,880-3.8% | $6,712-30.0% |
| Admin fee / account holder | $450 | $7,885-94.3% | $6,735-93.3% | $11,409-96.1% |