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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 | $41,461 | $111,814-62.9% | $103,374-59.9% | $145,959-71.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.14% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,530 | $4,214-63.7% | $3,869-60.5% | $4,661-67.2% |
| Participant deferral / active EE | $8,400 | $5,618+49.5% | $5,058+66.1% | $6,689+25.6% |
| Admin fee / account holder | $551 | $9,754-94.4% | $8,394-93.4% | $13,398-95.9% |