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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 | $34,736 | $111,535-68.9% | $105,223-67.0% | $137,256-74.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 23.31% | 237.85%-214.5pp | 180.65%-157.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,903 | $3,939-51.7% | $3,689-48.4% | $4,156-54.2% |
| Participant deferral / active EE | $4,577 | $5,500-16.8% | $5,072-9.8% | $6,407-28.6% |
| Admin fee / account holder | $577 | $9,721-94.1% | $8,859-93.5% | $12,270-95.3% |