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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 | $10,737 | $87,166-87.7% | $76,735-86.0% | $137,256-92.2% |
| Participation rate | 81.0% | 74.4%+6.6pp | 69.5%+11.5pp | 80.0%+1.0pp |
| Annual return | 55.70% | 26.50%+29.2pp | 29.77%+25.9pp | 220.34%-164.6pp |
| Employer contribution / active EE | $1,238 | $2,904-57.4% | $2,454-49.6% | $4,156-70.2% |
| Participant deferral / active EE | $1,981 | $4,726-58.1% | $4,088-51.5% | $6,407-69.1% |
| Admin fee / account holder | $678 | $8,403-91.9% | $7,189-90.6% | $12,270-94.5% |