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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 | $31,255 | $150,207-79.2% | $120,380-74.0% | $145,978-78.6% |
| Participation rate | 95.0% | 78.8%+16.2pp | 71.9%+23.1pp | 80.3%+14.7pp |
| Annual return | 17.27% | 154.28%-137.0pp | 107.28%-90.0pp | 550.52%-533.2pp |
| Employer contribution / active EE | $3,222 | $4,351-25.9% | $3,465-7.0% | $4,662-30.9% |
| Participant deferral / active EE | $7,278 | $6,175+17.9% | $4,992+45.8% | $6,690+8.8% |
| Admin fee / account holder | $1,325 | $12,203-89.1% | $9,421-85.9% | $13,400-90.1% |