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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 | $32,092 | $124,346-74.2% | $111,306-71.2% | $167,553-80.8% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 14.69% | 37.46%-22.8pp | 54.67%-40.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $2,634 | $3,438-23.4% | $2,732-3.6% | $4,840-45.6% |
| Participant deferral / active EE | $8,297 | $5,182+60.1% | $4,488+84.9% | $6,343+30.8% |
| Admin fee / account holder | $368 | $10,623-96.5% | $7,966-95.4% | $12,316-97.0% |