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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 | $36,852 | $142,430-74.1% | $115,170-68.0% | $152,897-75.9% |
| Participation rate | 88.2% | 82.4%+5.9pp | 75.9%+12.3pp | 82.5%+5.8pp |
| Annual return | 23.71% | 41.48%-17.8pp | 35.60%-11.9pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,678 | $4,011-33.2% | $3,179-15.8% | $4,764-43.8% |
| Participant deferral / active EE | $2,983 | $5,165-42.2% | $4,169-28.4% | $5,851-49.0% |
| Admin fee / account holder | $1,502 | $8,464-82.3% | $7,089-78.8% | $11,599-87.1% |