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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 | $23,157 | $162,529-85.8% | $130,788-82.3% | $154,746-85.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 18.34% | 510.48%-492.1pp | 386.44%-368.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,056 | $4,447-31.3% | $3,558-14.1% | $4,379-30.2% |
| Participant deferral / active EE | $3,741 | $4,808-22.2% | $4,137-9.6% | $6,730-44.4% |
| Admin fee / account holder | $2,127 | $7,669-72.3% | $6,673-68.1% | $14,365-85.2% |