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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 | $11,826 | $97,125-87.8% | $86,233-86.3% | $137,256-91.4% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.0%+22.3pp | 80.0%+11.3pp |
| Annual return | 18.51% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,898 | $2,841-33.2% | $2,504-24.2% | $4,156-54.3% |
| Participant deferral / active EE | $1,931 | $5,180-62.7% | $4,559-57.6% | $6,407-69.9% |
| Admin fee / account holder | $1,869 | $9,725-80.8% | $8,342-77.6% | $12,270-84.8% |