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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 | $41,463 | $157,829-73.7% | $136,867-69.7% | $198,609-79.1% |
| Participation rate | 93.8% | 77.2%+16.6pp | 74.5%+19.2pp | 82.4%+11.4pp |
| Annual return | 22.18% | 51.25%-29.1pp | 42.97%-20.8pp | 202.70%-180.5pp |
| Employer contribution / active EE | $2,960 | $3,923-24.5% | $3,547-16.6% | $5,055-41.5% |
| Participant deferral / active EE | $2,672 | $5,463-51.1% | $4,924-45.7% | $6,977-61.7% |
| Admin fee / account holder | $385 | $11,107-96.5% | $10,340-96.3% | $19,030-98.0% |