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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 | $40,550 | $110,307-63.2% | $96,576-58.0% | $139,456-70.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 19.40% | 26.40%-7.0pp | 25.87%-6.5pp | 373.45%-354.1pp |
| Employer contribution / active EE | $1,819 | $3,619-49.7% | $2,965-38.6% | $4,753-61.7% |
| Participant deferral / active EE | $9,785 | $5,547+76.4% | $4,851+101.7% | $6,711+45.8% |
| Admin fee / account holder | $3,630 | $11,597-68.7% | $8,253-56.0% | $11,407-68.2% |