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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 | $40,089 | $117,895-66.0% | $102,460-60.9% | $145,897-72.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 13.20% | 31.92%-18.7pp | 29.47%-16.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $4,701 | $3,619+29.9% | $3,025+55.4% | $4,663+0.8% |
| Participant deferral / active EE | $6,966 | $5,736+21.4% | $5,056+37.8% | $6,689+4.1% |
| Admin fee / account holder | $437 | $13,353-96.7% | $9,460-95.4% | $13,390-96.7% |