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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 | $34,430 | $124,980-72.5% | $108,359-68.2% | $154,746-77.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 70.1%+21.5pp | 80.7%+11.0pp |
| Annual return | 19.82% | 45.00%-25.2pp | 36.89%-17.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,118 | $2,851-60.8% | $2,399-53.4% | $4,379-74.5% |
| Participant deferral / active EE | $6,996 | $4,743+47.5% | $4,137+69.1% | $6,730+3.9% |
| Admin fee / account holder | $2,413 | $11,502-79.0% | $9,741-75.2% | $14,365-83.2% |