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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 | $33,940 | $111,535-69.6% | $105,223-67.7% | $137,256-75.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 18.67% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,916 | $3,939-51.4% | $3,689-48.1% | $4,156-53.9% |
| Participant deferral / active EE | $3,548 | $5,500-35.5% | $5,072-30.0% | $6,407-44.6% |
| Admin fee / account holder | $341 | $9,721-96.5% | $8,859-96.2% | $12,270-97.2% |