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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 | $13,752 | $124,980-89.0% | $108,359-87.3% | $154,746-91.1% |
| Participation rate | 94.4% | 75.2%+19.3pp | 70.1%+24.3pp | 80.7%+13.7pp |
| Annual return | 56.98% | 45.00%+12.0pp | 36.89%+20.1pp | 172.34%-115.4pp |
| Employer contribution / active EE | $1,940 | $2,851-32.0% | $2,399-19.2% | $4,379-55.7% |
| Participant deferral / active EE | $3,289 | $4,743-30.7% | $4,137-20.5% | $6,730-51.1% |
| Admin fee / account holder | $871 | $11,502-92.4% | $9,741-91.1% | $14,365-93.9% |