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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 | $8,744 | $87,166-90.0% | $76,735-88.6% | $137,256-93.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | 20.71% | 26.50%-5.8pp | 29.77%-9.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,697 | $2,904-41.6% | $2,454-30.9% | $4,156-59.2% |
| Participant deferral / active EE | $2,880 | $4,726-39.1% | $4,088-29.5% | $6,407-55.0% |
| Admin fee / account holder | $458 | $8,403-94.5% | $7,189-93.6% | $12,270-96.3% |