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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 | $37,387 | $217,432-82.8% | $185,851-79.9% | $167,553-77.7% |
| Participation rate | 84.2% | 86.1%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 13.45% | 148.43%-135.0pp | 122.11%-108.7pp | 478.89%-465.4pp |
| Employer contribution / active EE | $4,359 | $5,874-25.8% | $5,168-15.7% | $4,840-9.9% |
| Participant deferral / active EE | $6,328 | $6,357-0.5% | $5,569+13.6% | $6,343-0.2% |
| Admin fee / account holder | $3,928 | $19,820-80.2% | $16,245-75.8% | $12,316-68.1% |