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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 | $129,737-73.2% | $119,126-70.8% | $154,746-77.6% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 23.31% | 379.08%-355.8pp | 282.11%-258.8pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,903 | $4,375-56.5% | $4,034-52.8% | $4,379-56.5% |
| Participant deferral / active EE | $4,577 | $5,842-21.7% | $5,318-13.9% | $6,730-32.0% |
| Admin fee / account holder | $577 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |