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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 | $117,846-66.0% | $102,434-60.9% | $145,884-72.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 13.20% | 31.90%-18.7pp | 29.46%-16.3pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,701 | $3,615+30.1% | $3,023+55.5% | $4,662+0.8% |
| Participant deferral / active EE | $6,966 | $5,733+21.5% | $5,055+37.8% | $6,690+4.1% |
| Admin fee / account holder | $437 | $13,356-96.7% | $9,462-95.4% | $13,392-96.7% |