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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 | $77,306 | $117,846-34.4% | $102,434-24.5% | $145,884-47.0% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 11.35% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $999 | $3,615-72.4% | $3,023-67.0% | $4,662-78.6% |
| Participant deferral / active EE | $1,953 | $5,733-65.9% | $5,055-61.4% | $6,690-70.8% |
| Admin fee / account holder | $3,711 | $13,356-72.2% | $9,462-60.8% | $13,392-72.3% |