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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 | $180,749-79.5% | $160,784-77.0% | $137,256-73.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 15.30% | 2234.46%-2219.2pp | 1803.92%-1788.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,908 | $4,155-30.0% | $3,733-22.1% | $4,156-30.0% |
| Participant deferral / active EE | $5,069 | $6,844-25.9% | $6,293-19.5% | $6,407-20.9% |
| Admin fee / account holder | $1,959 | $10,397-81.2% | $9,717-79.8% | $12,270-84.0% |