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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 | $40,334 | $94,766-57.4% | $112,923-64.3% | $139,487-71.1% |
| Participation rate | 94.1% | 81.3%+12.8pp | 80.5%+13.6pp | 80.3%+13.8pp |
| Annual return | 22.35% | 40.96%-18.6pp | 34.13%-11.8pp | 373.84%-351.5pp |
| Employer contribution / active EE | $6,250 | $4,636+34.8% | $4,570+36.8% | $4,755+31.5% |
| Participant deferral / active EE | $2,189 | $6,523-66.4% | $6,520-66.4% | $6,713-67.4% |
| Admin fee / account holder | $2,456 | $8,529-71.2% | $7,046-65.1% | $11,407-78.5% |