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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 | $40,523 | $156,616-74.1% | $133,346-69.6% | $198,609-79.6% |
| Participation rate | 92.3% | 77.7%+14.6pp | 72.8%+19.5pp | 82.4%+9.9pp |
| Annual return | 15.59% | 44.25%-28.7pp | 36.85%-21.3pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,154 | $3,368-36.0% | $2,853-24.5% | $5,055-57.4% |
| Participant deferral / active EE | $6,223 | $4,920+26.5% | $4,332+43.6% | $6,977-10.8% |
| Admin fee / account holder | $437 | $17,468-97.5% | $14,264-96.9% | $19,030-97.7% |