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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 | $41,916 | $81,331-48.5% | $155,534-73.1% | $80,935-48.2% |
| Participation rate | 95.3% | 66.3%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 76.51% | 33.37%+43.1pp | 64.92%+11.6pp | 35.66%+40.9pp |
| Employer contribution / active EE | $701 | $3,105-77.4% | $4,675-85.0% | $2,757-74.6% |
| Participant deferral / active EE | $2,808 | $3,454-18.7% | $5,630-50.1% | $4,299-34.7% |
| Admin fee / account holder | $1,769 | $7,999-77.9% | $15,900-88.9% | $6,924-74.5% |