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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 | $36,816 | $87,166-57.8% | $76,735-52.0% | $137,256-73.2% |
| Participation rate | 95.2% | 74.4%+20.9pp | 69.5%+25.7pp | 80.0%+15.3pp |
| Annual return | 24.12% | 26.50%-2.4pp | 29.77%-5.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,809 | $2,904+31.1% | $2,454+55.2% | $4,156-8.4% |
| Participant deferral / active EE | $10,929 | $4,726+131.3% | $4,088+167.4% | $6,407+70.6% |
| Admin fee / account holder | $724 | $8,403-91.4% | $7,189-89.9% | $12,270-94.1% |