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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 | $44,465 | $162,529-72.6% | $130,788-66.0% | $154,746-71.3% |
| Participation rate | 88.2% | 75.9%+12.4pp | 70.1%+18.1pp | 80.7%+7.5pp |
| Annual return | 11.69% | 510.48%-498.8pp | 386.44%-374.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,505 | $4,447-66.2% | $3,558-57.7% | $4,379-65.6% |
| Participant deferral / active EE | $5,230 | $4,808+8.8% | $4,137+26.4% | $6,730-22.3% |
| Admin fee / account holder | $907 | $7,669-88.2% | $6,673-86.4% | $14,365-93.7% |