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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 | $40,902 | $124,425-67.1% | $112,040-63.5% | $137,256-70.2% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 20.68% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,239 | $3,411+24.3% | $2,954+43.5% | $4,156+2.0% |
| Participant deferral / active EE | $8,550 | $5,718+49.5% | $5,098+67.7% | $6,407+33.4% |
| Admin fee / account holder | $1,220 | $15,207-92.0% | $12,098-89.9% | $12,270-90.1% |