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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 | $43,424 | $127,386-65.9% | $115,037-62.3% | $125,388-65.4% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 71.01% | 31.28%+39.7pp | 26.14%+44.9pp | 282.24%-211.2pp |
| Employer contribution / active EE | $2,726 | $5,166-47.2% | $4,608-40.8% | $4,866-44.0% |
| Participant deferral / active EE | $4,291 | $6,423-33.2% | $6,026-28.8% | $5,352-19.8% |
| Admin fee / account holder | $700 | $9,516-92.6% | $8,175-91.4% | $9,541-92.7% |