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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 | $35,579 | $185,312-80.8% | $161,489-78.0% | $154,746-77.0% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 20.67% | 103.84%-83.2pp | 89.72%-69.0pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,332 | $4,769-51.1% | $4,268-45.4% | $4,379-46.8% |
| Participant deferral / active EE | $5,124 | $6,350-19.3% | $5,630-9.0% | $6,730-23.9% |
| Admin fee / account holder | $1,320 | $18,654-92.9% | $16,006-91.8% | $14,365-90.8% |