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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 | $52,300 | $111,535-53.1% | $105,223-50.3% | $137,256-61.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 20.54% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,908 | $3,939-0.8% | $3,689+6.0% | $4,156-6.0% |
| Participant deferral / active EE | $14,362 | $5,500+161.1% | $5,072+183.2% | $6,407+124.2% |
| Admin fee / account holder | $2,474 | $9,721-74.5% | $8,859-72.1% | $12,270-79.8% |