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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 | $29,966 | $148,582-79.8% | $135,942-78.0% | $139,456-78.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 67.47% | 79.26%-11.8pp | 68.28%-0.8pp | 373.45%-306.0pp |
| Employer contribution / active EE | $2,404 | $5,245-54.2% | $4,858-50.5% | $4,753-49.4% |
| Participant deferral / active EE | $4,726 | $8,101-41.7% | $7,759-39.1% | $6,711-29.6% |
| Admin fee / account holder | $493 | $12,402-96.0% | $10,764-95.4% | $11,407-95.7% |