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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 | $41,038 | $148,623-72.4% | $135,974-69.8% | $139,466-70.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 23.57% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.1pp |
| Employer contribution / active EE | $1,747 | $5,246-66.7% | $4,859-64.0% | $4,754-63.3% |
| Participant deferral / active EE | $5,649 | $8,103-30.3% | $7,760-27.2% | $6,712-15.8% |
| Admin fee / account holder | $720 | $12,406-94.2% | $10,767-93.3% | $11,409-93.7% |