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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 | $40,867 | $117,895-65.3% | $102,460-60.1% | $145,897-72.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 16.03% | 31.92%-15.9pp | 29.47%-13.4pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,281 | $3,619+18.3% | $3,025+41.5% | $4,663-8.2% |
| Participant deferral / active EE | $6,581 | $5,736+14.7% | $5,056+30.2% | $6,689-1.6% |
| Admin fee / account holder | $461 | $13,353-96.6% | $9,460-95.1% | $13,390-96.6% |