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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 | $51,994 | $117,829-55.9% | $102,423-49.2% | $145,877-64.4% |
| Participation rate | 95.5% | 78.6%+16.8pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 11.97% | 31.83%-19.9pp | 29.42%-17.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $909 | $3,615-74.8% | $3,023-69.9% | $4,663-80.5% |
| Participant deferral / active EE | $3,148 | $5,732-45.1% | $5,054-37.7% | $6,691-52.9% |
| Admin fee / account holder | $2,391 | $13,335-82.1% | $9,455-74.7% | $13,402-82.2% |