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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 | $43,048 | $183,539-76.5% | $155,556-72.3% | $145,897-70.5% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 14.04% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,039 | $5,315-61.6% | $4,675-56.4% | $4,663-56.3% |
| Participant deferral / active EE | $3,666 | $6,467-43.3% | $5,631-34.9% | $6,689-45.2% |
| Admin fee / account holder | $876 | $19,275-95.5% | $15,885-94.5% | $13,390-93.5% |