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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 | $36,943 | $112,121-67.1% | $95,960-61.5% | $158,966-76.8% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 13.55% | 171.16%-157.6pp | 91.63%-78.1pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,003 | $3,199-37.4% | $2,541-21.2% | $4,762-57.9% |
| Participant deferral / active EE | $4,356 | $4,784-8.9% | $4,167+4.5% | $5,983-27.2% |
| Admin fee / account holder | $1,702 | $10,135-83.2% | $6,797-75.0% | $11,250-84.9% |