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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 | $36,535 | $111,535-67.2% | $105,223-65.3% | $137,256-73.4% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 18.92% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,374 | $3,939-39.7% | $3,689-35.6% | $4,156-42.9% |
| Participant deferral / active EE | $3,697 | $5,500-32.8% | $5,072-27.1% | $6,407-42.3% |
| Admin fee / account holder | $657 | $9,721-93.2% | $8,859-92.6% | $12,270-94.6% |