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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 | $34,490 | $110,337-68.7% | $102,383-66.3% | $145,877-76.4% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 11.42% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,848 | $4,216-8.7% | $3,870-0.6% | $4,663-17.5% |
| Participant deferral / active EE | $7,925 | $5,621+41.0% | $5,060+56.6% | $6,691+18.5% |
| Admin fee / account holder | $2,475 | $9,750-74.6% | $8,391-70.5% | $13,402-81.5% |