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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 | $37,009 | $148,623-75.1% | $135,974-72.8% | $139,466-73.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 20.19% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,419 | $5,246-53.9% | $4,859-50.2% | $4,754-49.1% |
| Participant deferral / active EE | $6,956 | $8,103-14.2% | $7,760-10.4% | $6,712+3.6% |
| Admin fee / account holder | $2,396 | $12,406-80.7% | $10,767-77.7% | $11,409-79.0% |