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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 | $37,057 | $175,231-78.9% | $149,696-75.2% | $139,466-73.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 12.22% | 166.77%-154.6pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,760 | $5,478-67.9% | $4,821-63.5% | $4,754-63.0% |
| Participant deferral / active EE | $3,658 | $6,521-43.9% | $5,682-35.6% | $6,712-45.5% |
| Admin fee / account holder | $3,492 | $16,155-78.4% | $13,212-73.6% | $11,409-69.4% |