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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 | $37,037 | $118,875-68.8% | $96,572-61.6% | $167,553-77.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 10.71% | 50.50%-39.8pp | 37.79%-27.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,936 | $3,121-5.9% | $2,357+24.5% | $4,840-39.3% |
| Participant deferral / active EE | $4,596 | $4,617-0.5% | $3,850+19.4% | $6,343-27.5% |
| Admin fee / account holder | $391 | $8,070-95.2% | $6,183-93.7% | $12,316-96.8% |