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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 | $110,337-63.5% | $102,383-60.6% | $145,877-72.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.12% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,348 | $4,216-44.3% | $3,870-39.3% | $4,663-49.6% |
| Participant deferral / active EE | $3,121 | $5,621-44.5% | $5,060-38.3% | $6,691-53.4% |
| Admin fee / account holder | $797 | $9,750-91.8% | $8,391-90.5% | $13,402-94.1% |