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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 | $183,627-79.0% | $155,602-75.2% | $145,978-73.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 18.04% | 61.32%-43.3pp | 64.81%-46.8pp | 550.52%-532.5pp |
| Employer contribution / active EE | $2,753 | $5,316-48.2% | $4,675-41.1% | $4,662-41.0% |
| Participant deferral / active EE | $5,969 | $6,466-7.7% | $5,629+6.0% | $6,690-10.8% |
| Admin fee / account holder | $1,490 | $19,327-92.3% | $15,923-90.6% | $13,400-88.9% |