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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 | $53,021 | $100,970-47.5% | $96,576-45.1% | $137,256-61.4% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 18.73% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,052 | $3,809-72.4% | $3,553-70.4% | $4,156-74.7% |
| Participant deferral / active EE | $9,001 | $8,286+8.6% | $7,956+13.1% | $6,407+40.5% |
| Admin fee / account holder | $1,737 | $11,312-84.6% | $11,381-84.7% | $12,270-85.8% |