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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 | $33,827 | $148,623-77.2% | $135,974-75.1% | $139,466-75.7% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 19.15% | 79.30%-60.1pp | 68.30%-49.2pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,124 | $5,246-59.5% | $4,859-56.3% | $4,754-55.3% |
| Participant deferral / active EE | $5,340 | $8,103-34.1% | $7,760-31.2% | $6,712-20.4% |
| Admin fee / account holder | $2,636 | $12,406-78.8% | $10,767-75.5% | $11,409-76.9% |