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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 | $36,455 | $141,004-74.1% | $112,273-67.5% | $139,466-73.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 51.00% | 32.75%+18.3pp | 30.23%+20.8pp | 373.66%-322.7pp |
| Employer contribution / active EE | $1,534 | $4,285-64.2% | $3,431-55.3% | $4,754-67.7% |
| Participant deferral / active EE | $6,814 | $5,878+15.9% | $4,800+42.0% | $6,712+1.5% |
| Admin fee / account holder | $436 | $9,959-95.6% | $7,752-94.4% | $11,409-96.2% |