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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 | $11,887 | $97,125-87.8% | $86,233-86.2% | $137,256-91.3% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.0%+25.7pp | 80.0%+14.8pp |
| Annual return | 24.79% | 74.19%-49.4pp | 61.39%-36.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,017 | $2,841-29.0% | $2,504-19.5% | $4,156-51.5% |
| Participant deferral / active EE | $3,124 | $5,180-39.7% | $4,559-31.5% | $6,407-51.2% |
| Admin fee / account holder | $524 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |