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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 | $36,676 | $211,224-82.6% | $178,505-79.5% | $145,897-74.9% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 15.97% | 30.28%-14.3pp | 27.16%-11.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,148 | $4,577-31.2% | $3,955-20.4% | $4,663-32.5% |
| Participant deferral / active EE | $5,735 | $6,966-17.7% | $6,280-8.7% | $6,689-14.3% |
| Admin fee / account holder | $897 | $12,109-92.6% | $10,428-91.4% | $13,390-93.3% |