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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 | $36,070 | $160,040-77.5% | $147,096-75.5% | $145,877-75.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.83% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,244 | $5,289-38.7% | $4,936-34.3% | $4,663-30.4% |
| Participant deferral / active EE | $4,453 | $8,429-47.2% | $8,071-44.8% | $6,691-33.4% |
| Admin fee / account holder | $3,004 | $15,050-80.0% | $13,005-76.9% | $13,402-77.6% |