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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 | $37,657 | $88,672-57.5% | $105,223-64.2% | $82,448-54.3% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 20.12% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,657 | $3,048-12.8% | $3,689-28.0% | $2,551+4.2% |
| Participant deferral / active EE | $4,959 | $4,036+22.9% | $5,072-2.2% | $4,139+19.8% |
| Admin fee / account holder | $589 | $7,146-91.8% | $8,859-93.4% | $7,234-91.9% |