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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 | $44,353 | $149,778-70.4% | $118,946-62.7% | $158,966-72.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+8.9pp |
| Annual return | 24.94% | 19.95%+5.0pp | 35.89%-11.0pp | 302.95%-278.0pp |
| Employer contribution / active EE | $2,510 | $4,117-39.0% | $3,263-23.1% | $4,762-47.3% |
| Participant deferral / active EE | $2,642 | $5,225-49.4% | $4,266-38.1% | $5,983-55.8% |
| Admin fee / account holder | $3,127 | $8,604-63.7% | $6,581-52.5% | $11,250-72.2% |