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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 | $41,943 | $96,524-56.5% | $75,900-44.7% | $152,909-72.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.5%+9.9pp |
| Annual return | 25.45% | 33.93%-8.5pp | 30.73%-5.3pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,805 | $3,311-45.5% | $2,501-27.8% | $4,764-62.1% |
| Participant deferral / active EE | $6,104 | $4,554+34.0% | $3,604+69.4% | $5,851+4.3% |
| Admin fee / account holder | $1,107 | $8,082-86.3% | $5,421-79.6% | $11,601-90.5% |