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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 | $37,028 | $208,088-82.2% | $186,193-80.1% | $154,746-76.1% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 15.30% | 89.97%-74.7pp | 78.03%-62.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,908 | $4,340-33.0% | $3,918-25.8% | $4,379-33.6% |
| Participant deferral / active EE | $5,069 | $7,078-28.4% | $6,513-22.2% | $6,730-24.7% |
| Admin fee / account holder | $1,959 | $11,698-83.3% | $11,058-82.3% | $14,365-86.4% |