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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 | $35,864 | $183,539-80.5% | $155,556-76.9% | $145,897-75.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 21.18% | 61.31%-40.1pp | 64.84%-43.7pp | 552.29%-531.1pp |
| Employer contribution / active EE | $2,558 | $5,315-51.9% | $4,675-45.3% | $4,663-45.1% |
| Participant deferral / active EE | $5,824 | $6,467-9.9% | $5,631+3.4% | $6,689-12.9% |
| Admin fee / account holder | $1,148 | $19,275-94.0% | $15,885-92.8% | $13,390-91.4% |