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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 | $110,337-62.4% | $102,383-59.5% | $145,877-71.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.14% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,530 | $4,216-63.7% | $3,870-60.5% | $4,663-67.2% |
| Participant deferral / active EE | $8,400 | $5,621+49.5% | $5,060+66.0% | $6,691+25.6% |
| Admin fee / account holder | $551 | $9,750-94.4% | $8,391-93.4% | $13,402-95.9% |