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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 | $36,186 | $105,856-65.8% | $90,161-59.9% | $147,586-75.5% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 17.99% | 37.63%-19.6pp | 34.89%-16.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $9,892 | $4,126+139.7% | $3,318+198.1% | $4,876+102.9% |
| Participant deferral / active EE | $8,859 | $5,733+54.5% | $5,287+67.5% | $5,439+62.9% |
| Admin fee / account holder | $356 | $8,046-95.6% | $5,943-94.0% | $10,886-96.7% |