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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 | $37,777 | $183,516-79.4% | $155,534-75.7% | $145,884-74.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 13.67% | 61.43%-47.8pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,256 | $5,315-57.5% | $4,675-51.7% | $4,662-51.6% |
| Participant deferral / active EE | $4,941 | $6,467-23.6% | $5,630-12.2% | $6,690-26.1% |
| Admin fee / account holder | $6,770 | $19,293-64.9% | $15,900-57.4% | $13,392-49.4% |