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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 | $37,552 | $176,105-78.7% | $159,474-76.5% | $167,536-77.6% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 12.41% | 331.91%-319.5pp | 263.68%-251.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $2,833 | $5,299-46.5% | $4,831-41.4% | $4,839-41.5% |
| Participant deferral / active EE | $4,899 | $7,751-36.8% | $7,353-33.4% | $6,342-22.8% |
| Admin fee / account holder | $1,942 | $12,559-84.5% | $10,802-82.0% | $12,315-84.2% |