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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 | $11,429 | $114,119-90.0% | $107,187-89.3% | $138,895-91.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 25.45% | 273.21%-247.8pp | 204.55%-179.1pp | 145.39%-119.9pp |
| Employer contribution / active EE | $2,084 | $4,059-48.7% | $3,782-44.9% | $4,194-50.3% |
| Participant deferral / active EE | $3,653 | $5,538-34.0% | $5,096-28.3% | $6,396-42.9% |
| Admin fee / account holder | $986 | $10,024-90.2% | $9,162-89.2% | $12,562-92.2% |