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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 | $36,779 | $185,312-80.2% | $161,489-77.2% | $154,746-76.2% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 18.51% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,189 | $4,769-54.1% | $4,268-48.7% | $4,379-50.0% |
| Participant deferral / active EE | $4,594 | $6,350-27.6% | $5,630-18.4% | $6,730-31.7% |
| Admin fee / account holder | $3,054 | $18,654-83.6% | $16,006-80.9% | $14,365-78.7% |