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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 | $40,689 | $162,812-75.0% | $133,971-69.6% | $158,966-74.4% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 15.08% | 41.94%-26.9pp | 45.09%-30.0pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,424 | $4,976-71.4% | $3,919-63.7% | $4,762-70.1% |
| Participant deferral / active EE | $3,053 | $5,910-48.3% | $5,047-39.5% | $5,983-49.0% |
| Admin fee / account holder | $684 | $11,741-94.2% | $8,929-92.3% | $11,250-93.9% |