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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 | $41,974 | $80,985-48.2% | $96,576-56.5% | $75,181-44.2% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 41.34% | 27.05%+14.3pp | 25.87%+15.5pp | 160.69%-119.3pp |
| Employer contribution / active EE | $3,668 | $2,282+60.7% | $2,965+23.7% | $2,671+37.4% |
| Participant deferral / active EE | $10,353 | $3,929+163.5% | $4,851+113.4% | $4,126+150.9% |
| Admin fee / account holder | $1,213 | $6,719-81.9% | $8,253-85.3% | $5,650-78.5% |