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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 | $8,019 | $106,974-92.5% | $90,796-91.2% | $138,895-94.2% |
| Participation rate | 95.2% | 74.9%+20.4pp | 69.5%+25.8pp | 79.9%+15.3pp |
| Annual return | 23.27% | 20.10%+3.2pp | 19.29%+4.0pp | 145.39%-122.1pp |
| Employer contribution / active EE | $510 | $2,609-80.5% | $2,294-77.8% | $4,194-87.9% |
| Participant deferral / active EE | $2,925 | $4,455-34.3% | $3,822-23.5% | $6,396-54.3% |
| Admin fee / account holder | $968 | $8,626-88.8% | $7,024-86.2% | $12,562-92.3% |