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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 | $41,183 | $106,524-61.3% | $152,301-73.0% | $87,485-52.9% |
| Participation rate | 89.2% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.3pp |
| Annual return | 49.95% | 26.89%+23.1pp | 80.50%-30.6pp | 26.06%+23.9pp |
| Employer contribution / active EE | $3,344 | $3,371-0.8% | $4,624-27.7% | $2,596+28.8% |
| Participant deferral / active EE | $7,523 | $6,525+15.3% | $8,004-6.0% | $4,274+76.0% |
| Admin fee / account holder | $954 | $8,287-88.5% | $14,398-93.4% | $7,775-87.7% |