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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 | $31,855 | $172,111-81.5% | $150,298-78.8% | $137,256-76.8% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 17.34% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,022 | $4,636-56.4% | $4,154-51.3% | $4,156-51.3% |
| Participant deferral / active EE | $3,434 | $6,166-44.3% | $5,453-37.0% | $6,407-46.4% |
| Admin fee / account holder | $1,928 | $16,471-88.3% | $14,116-86.3% | $12,270-84.3% |