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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 | $29,783 | $111,535-73.3% | $105,223-71.7% | $137,256-78.3% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 17.74% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,703 | $3,939-31.4% | $3,689-26.7% | $4,156-35.0% |
| Participant deferral / active EE | $3,578 | $5,500-35.0% | $5,072-29.5% | $6,407-44.2% |
| Admin fee / account holder | $903 | $9,721-90.7% | $8,859-89.8% | $12,270-92.6% |