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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 | $46,295 | $106,247-56.4% | $96,515-52.0% | $139,466-66.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 28.57% | 38.47%-9.9pp | 35.73%-7.2pp | 373.66%-345.1pp |
| Employer contribution / active EE | $19,342 | $4,106+371.1% | $3,740+417.2% | $4,754+306.9% |
| Participant deferral / active EE | $4,962 | $5,456-9.1% | $4,880+1.7% | $6,712-26.1% |
| Admin fee / account holder | $691 | $7,885-91.2% | $6,735-89.7% | $11,409-93.9% |