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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 | $33,605 | $134,817-75.1% | $123,973-72.9% | $155,188-78.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 17.75% | 515.49%-497.7pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,708 | $4,425-38.8% | $4,126-34.4% | $4,248-36.3% |
| Participant deferral / active EE | $4,374 | $5,706-23.3% | $5,247-16.6% | $6,531-33.0% |
| Admin fee / account holder | $4,309 | $13,245-67.5% | $11,799-63.5% | $14,480-70.2% |