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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 | $32,893 | $157,829-79.2% | $136,867-76.0% | $198,609-83.4% |
| Participation rate | 95.2% | 77.2%+18.1pp | 74.5%+20.7pp | 82.4%+12.9pp |
| Annual return | 15.67% | 51.25%-35.6pp | 42.97%-27.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $2,716 | $3,923-30.8% | $3,547-23.4% | $5,055-46.3% |
| Participant deferral / active EE | $2,440 | $5,463-55.3% | $4,924-50.4% | $6,977-65.0% |
| Admin fee / account holder | $2,332 | $11,107-79.0% | $10,340-77.4% | $19,030-87.7% |