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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 | $40,189 | $148,582-73.0% | $135,942-70.4% | $139,456-71.2% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 20.47% | 79.26%-58.8pp | 68.28%-47.8pp | 373.45%-353.0pp |
| Employer contribution / active EE | $2,764 | $5,245-47.3% | $4,858-43.1% | $4,753-41.8% |
| Participant deferral / active EE | $5,744 | $8,101-29.1% | $7,759-26.0% | $6,711-14.4% |
| Admin fee / account holder | $489 | $12,402-96.1% | $10,764-95.5% | $11,407-95.7% |