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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 | $31,941 | $211,224-84.9% | $178,505-82.1% | $145,897-78.1% |
| Participation rate | 92.9% | 80.8%+12.0pp | 77.1%+15.7pp | 80.3%+12.6pp |
| Annual return | 16.91% | 30.28%-13.4pp | 27.16%-10.2pp | 552.29%-535.4pp |
| Employer contribution / active EE | $3,235 | $4,577-29.3% | $3,955-18.2% | $4,663-30.6% |
| Participant deferral / active EE | $5,873 | $6,966-15.7% | $6,280-6.5% | $6,689-12.2% |
| Admin fee / account holder | $1,065 | $12,109-91.2% | $10,428-89.8% | $13,390-92.0% |