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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 | $52,485 | $87,106-39.7% | $105,607-50.3% | $80,935-35.2% |
| Participation rate | 82.7% | 70.4%+12.2pp | 75.3%+7.4pp | 67.7%+15.0pp |
| Annual return | 35.05% | 17.01%+18.0pp | 116.11%-81.1pp | 35.66%-0.6pp |
| Employer contribution / active EE | $1,580 | $2,396-34.0% | $3,167-50.1% | $2,757-42.7% |
| Participant deferral / active EE | $1,974 | $3,986-50.5% | $5,011-60.6% | $4,299-54.1% |
| Admin fee / account holder | $894 | $8,447-89.4% | $10,958-91.8% | $6,924-87.1% |