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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 | $31,831 | $129,737-75.5% | $119,126-73.3% | $154,746-79.4% |
| Participation rate | 86.7% | 78.9%+7.8pp | 75.8%+10.9pp | 80.7%+6.0pp |
| Annual return | 19.67% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,240 | $4,375-25.9% | $4,034-19.7% | $4,379-26.0% |
| Participant deferral / active EE | $4,961 | $5,842-15.1% | $5,318-6.7% | $6,730-26.3% |
| Admin fee / account holder | $1,205 | $11,961-89.9% | $10,693-88.7% | $14,365-91.6% |