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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 | $39,665 | $134,817-70.6% | $123,973-68.0% | $155,188-74.4% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.7%+16.7pp | 80.8%+12.5pp |
| Annual return | 12.88% | 515.49%-502.6pp | 388.13%-375.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,521 | $4,425-43.0% | $4,126-38.9% | $4,248-40.6% |
| Participant deferral / active EE | $4,407 | $5,706-22.8% | $5,247-16.0% | $6,531-32.5% |
| Admin fee / account holder | $1,560 | $13,245-88.2% | $11,799-86.8% | $14,480-89.2% |