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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 | $43,141 | $117,904-63.4% | $102,457-57.9% | $145,978-70.4% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 28.20% | 31.80%-3.6pp | 29.41%-1.2pp | 550.52%-522.3pp |
| Employer contribution / active EE | $1,243 | $3,613-65.6% | $3,022-58.9% | $4,662-73.3% |
| Participant deferral / active EE | $4,318 | $5,733-24.7% | $5,054-14.6% | $6,690-35.4% |
| Admin fee / account holder | $6,945 | $13,329-47.9% | $9,451-26.5% | $13,400-48.2% |