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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 | $31,444 | $217,432-85.5% | $185,849-83.1% | $167,536-81.2% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 15.12% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $4,487 | $5,875-23.6% | $5,169-13.2% | $4,839-7.3% |
| Participant deferral / active EE | $3,066 | $6,357-51.8% | $5,569-45.0% | $6,342-51.7% |
| Admin fee / account holder | $10,633 | $19,818-46.3% | $16,244-34.5% | $12,315-13.7% |