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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 | $35,704 | $111,535-68.0% | $105,223-66.1% | $137,256-74.0% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 16.12% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,597 | $3,939-59.5% | $3,689-56.7% | $4,156-61.6% |
| Participant deferral / active EE | $4,493 | $5,500-18.3% | $5,072-11.4% | $6,407-29.9% |
| Admin fee / account holder | $936 | $9,721-90.4% | $8,859-89.4% | $12,270-92.4% |