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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 | $148,623-75.1% | $135,974-72.8% | $139,466-73.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 24.97% | 79.30%-54.3pp | 68.30%-43.3pp | 373.66%-348.7pp |
| Employer contribution / active EE | $2,306 | $5,246-56.1% | $4,859-52.5% | $4,754-51.5% |
| Participant deferral / active EE | $5,136 | $8,103-36.6% | $7,760-33.8% | $6,712-23.5% |
| Admin fee / account holder | $403 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |