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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 | $33,538 | $157,296-78.7% | $141,191-76.2% | $152,897-78.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 17.57% | 64.34%-46.8pp | 71.41%-53.8pp | 345.43%-327.9pp |
| Employer contribution / active EE | $2,244 | $5,262-57.4% | $4,736-52.6% | $4,764-52.9% |
| Participant deferral / active EE | $4,480 | $7,111-37.0% | $6,710-33.2% | $5,851-23.4% |
| Admin fee / account holder | $584 | $12,125-95.2% | $10,264-94.3% | $11,599-95.0% |