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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 | $37,762 | $175,231-78.5% | $149,696-74.8% | $139,466-72.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.54% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,667 | $5,478-69.6% | $4,821-65.4% | $4,754-64.9% |
| Participant deferral / active EE | $3,413 | $6,521-47.7% | $5,682-39.9% | $6,712-49.1% |
| Admin fee / account holder | $2,807 | $16,155-82.6% | $13,212-78.8% | $11,409-75.4% |