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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 | $36,997 | $148,582-75.1% | $135,942-72.8% | $139,456-73.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 24.97% | 79.26%-54.3pp | 68.28%-43.3pp | 373.45%-348.5pp |
| Employer contribution / active EE | $2,306 | $5,245-56.0% | $4,858-52.5% | $4,753-51.5% |
| Participant deferral / active EE | $5,136 | $8,101-36.6% | $7,759-33.8% | $6,711-23.5% |
| Admin fee / account holder | $403 | $12,402-96.8% | $10,764-96.3% | $11,407-96.5% |