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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 | $29,229 | $97,125-69.9% | $86,233-66.1% | $137,256-78.7% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.0%+26.8pp | 80.0%+15.9pp |
| Annual return | 11.15% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,770 | $2,841-37.7% | $2,504-29.3% | $4,156-57.4% |
| Participant deferral / active EE | $4,037 | $5,180-22.1% | $4,559-11.5% | $6,407-37.0% |
| Admin fee / account holder | $964 | $9,725-90.1% | $8,342-88.4% | $12,270-92.1% |