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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 | $34,967 | $210,991-83.4% | $153,741-77.3% | $145,897-76.0% |
| Participation rate | 95.5% | 82.1%+13.3pp | 77.1%+18.4pp | 80.3%+15.1pp |
| Annual return | 22.69% | 13.46%+9.2pp | 15.71%+7.0pp | 552.29%-529.6pp |
| Employer contribution / active EE | $2,703 | $6,057-55.4% | $5,042-46.4% | $4,663-42.0% |
| Participant deferral / active EE | $7,906 | $7,979-0.9% | $6,757+17.0% | $6,689+18.2% |
| Admin fee / account holder | $2,061 | $19,490-89.4% | $12,749-83.8% | $13,390-84.6% |