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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 | $38,583 | $183,539-79.0% | $155,556-75.2% | $145,897-73.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 18.04% | 61.31%-43.3pp | 64.84%-46.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,753 | $5,315-48.2% | $4,675-41.1% | $4,663-41.0% |
| Participant deferral / active EE | $5,969 | $6,467-7.7% | $5,631+6.0% | $6,689-10.8% |
| Admin fee / account holder | $1,490 | $19,275-92.3% | $15,885-90.6% | $13,390-88.9% |