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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 | $211,288-84.9% | $178,540-82.1% | $145,884-78.1% |
| Participation rate | 92.9% | 80.8%+12.0pp | 77.1%+15.7pp | 80.3%+12.6pp |
| Annual return | 16.91% | 30.27%-13.4pp | 27.15%-10.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $3,235 | $4,574-29.3% | $3,953-18.2% | $4,662-30.6% |
| Participant deferral / active EE | $5,873 | $6,967-15.7% | $6,281-6.5% | $6,690-12.2% |
| Admin fee / account holder | $1,065 | $12,105-91.2% | $10,424-89.8% | $13,392-92.0% |