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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 | $15,268 | $87,166-82.5% | $76,735-80.1% | $137,256-88.9% |
| Participation rate | 93.3% | 74.4%+19.0pp | 69.5%+23.8pp | 80.0%+13.4pp |
| Annual return | 43.26% | 26.50%+16.8pp | 29.77%+13.5pp | 220.34%-177.1pp |
| Employer contribution / active EE | $2,054 | $2,904-29.3% | $2,454-16.3% | $4,156-50.6% |
| Participant deferral / active EE | $2,257 | $4,726-52.3% | $4,088-44.8% | $6,407-64.8% |
| Admin fee / account holder | $763 | $8,403-90.9% | $7,189-89.4% | $12,270-93.8% |