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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 | $41,151 | $90,397-54.5% | $76,002-45.9% | $145,959-71.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.81% | 621.97%-611.2pp | 360.07%-349.3pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,885 | $3,317-43.2% | $2,688-29.9% | $4,661-59.6% |
| Participant deferral / active EE | $9,175 | $5,163+77.7% | $4,257+115.5% | $6,689+37.2% |
| Admin fee / account holder | $685 | $8,369-91.8% | $6,414-89.3% | $13,398-94.9% |