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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 | $19,466 | $129,737-85.0% | $119,126-83.7% | $154,746-87.4% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 28.11% | 379.08%-351.0pp | 282.11%-254.0pp | 172.34%-144.2pp |
| Employer contribution / active EE | $2,326 | $4,375-46.8% | $4,034-42.3% | $4,379-46.9% |
| Participant deferral / active EE | $3,915 | $5,842-33.0% | $5,318-26.4% | $6,730-41.8% |
| Admin fee / account holder | $4,083 | $11,961-65.9% | $10,693-61.8% | $14,365-71.6% |