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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 | $39,254 | $125,184-68.6% | $105,607-62.8% | $145,884-73.1% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.3pp |
| Annual return | 9.98% | 225.00%-215.0pp | 116.11%-106.1pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,993 | $3,720-46.4% | $3,167-37.1% | $4,662-57.3% |
| Participant deferral / active EE | $3,652 | $5,714-36.1% | $5,011-27.1% | $6,690-45.4% |
| Admin fee / account holder | $1,645 | $17,133-90.4% | $10,958-85.0% | $13,392-87.7% |