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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 | $11,605 | $76,407-84.8% | $150,298-92.3% | $82,448-85.9% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.6pp | 68.1%+28.3pp |
| Annual return | 50.86% | 39.99%+10.9pp | 62.79%-11.9pp | 41.64%+9.2pp |
| Employer contribution / active EE | $2,099 | $2,614-19.7% | $4,154-49.5% | $2,551-17.7% |
| Participant deferral / active EE | $3,365 | $3,214+4.7% | $5,453-38.3% | $4,139-18.7% |
| Admin fee / account holder | $354 | $6,352-94.4% | $14,116-97.5% | $7,234-95.1% |