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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 | $26,618 | $134,817-80.3% | $123,973-78.5% | $155,188-82.8% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.7%+15.6pp | 80.8%+11.5pp |
| Annual return | 19.12% | 515.49%-496.4pp | 388.13%-369.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,784 | $4,425-37.1% | $4,126-32.5% | $4,248-34.5% |
| Participant deferral / active EE | $3,117 | $5,706-45.4% | $5,247-40.6% | $6,531-52.3% |
| Admin fee / account holder | $3,039 | $13,245-77.1% | $11,799-74.2% | $14,480-79.0% |