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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 | $39,172 | $211,224-81.5% | $178,505-78.1% | $145,897-73.2% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 15.93% | 30.28%-14.4pp | 27.16%-11.2pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,649 | $4,577-42.1% | $3,955-33.0% | $4,663-43.2% |
| Participant deferral / active EE | $7,911 | $6,966+13.6% | $6,280+26.0% | $6,689+18.3% |
| Admin fee / account holder | $394 | $12,109-96.7% | $10,428-96.2% | $13,390-97.1% |