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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 | $40,295 | $111,814-64.0% | $103,374-61.0% | $145,959-72.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.12% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,348 | $4,214-44.3% | $3,869-39.3% | $4,661-49.6% |
| Participant deferral / active EE | $3,121 | $5,618-44.4% | $5,058-38.3% | $6,689-53.3% |
| Admin fee / account holder | $797 | $9,754-91.8% | $8,394-90.5% | $13,398-94.0% |