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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 | $47,997 | $135,956-64.7% | $123,894-61.3% | $273,972-82.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 13.34% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $2,261 | $5,170-56.3% | $4,617-51.0% | $4,869-53.6% |
| Participant deferral / active EE | $3,993 | $6,343-37.0% | $5,984-33.3% | $5,287-24.5% |
| Admin fee / account holder | $6,544 | $9,817-33.3% | $8,357-21.7% | $10,133-35.4% |