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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 | $183,516-80.5% | $155,534-76.9% | $145,884-75.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 21.18% | 61.43%-40.2pp | 64.92%-43.7pp | 551.85%-530.7pp |
| Employer contribution / active EE | $2,558 | $5,315-51.9% | $4,675-45.3% | $4,662-45.1% |
| Participant deferral / active EE | $5,824 | $6,467-9.9% | $5,630+3.4% | $6,690-12.9% |
| Admin fee / account holder | $1,148 | $19,293-94.1% | $15,900-92.8% | $13,392-91.4% |