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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 | $41,204 | $86,298-52.3% | $111,308-63.0% | $85,847-52.0% |
| Participation rate | 91.4% | 73.3%+18.0pp | 77.3%+14.1pp | 69.3%+22.1pp |
| Annual return | 21.64% | 19.99%+1.6pp | 54.67%-33.0pp | 318.61%-297.0pp |
| Employer contribution / active EE | $2,640 | $2,044+29.2% | $2,732-3.3% | $2,565+2.9% |
| Participant deferral / active EE | $9,109 | $3,641+150.2% | $4,487+103.0% | $3,952+130.5% |
| Admin fee / account holder | $1,250 | $8,189-84.7% | $7,965-84.3% | $6,261-80.0% |