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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 | $30,171 | $148,623-79.7% | $135,974-77.8% | $139,466-78.4% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 22.00% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $2,541 | $5,246-51.6% | $4,859-47.7% | $4,754-46.6% |
| Participant deferral / active EE | $6,773 | $8,103-16.4% | $7,760-12.7% | $6,712+0.9% |
| Admin fee / account holder | $1,370 | $12,406-89.0% | $10,767-87.3% | $11,409-88.0% |