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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 | $39,182 | $110,278-64.5% | $95,740-59.1% | $139,466-71.9% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 14.98% | 27.19%-12.2pp | 28.41%-13.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $9,125 | $3,260+179.9% | $2,836+221.7% | $4,754+91.9% |
| Participant deferral / active EE | $4,817 | $4,674+3.0% | $4,244+13.5% | $6,712-28.2% |
| Admin fee / account holder | $559 | $6,613-91.6% | $5,676-90.2% | $11,409-95.1% |