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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 | $27,946 | $160,040-82.5% | $147,096-81.0% | $145,877-80.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 18.87% | 98.49%-79.6pp | 419.75%-400.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,331 | $5,289-55.9% | $4,936-52.8% | $4,663-50.0% |
| Participant deferral / active EE | $3,455 | $8,429-59.0% | $8,071-57.2% | $6,691-48.4% |
| Admin fee / account holder | $3,508 | $15,050-76.7% | $13,005-73.0% | $13,402-73.8% |