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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 | $38,971 | $148,623-73.8% | $135,974-71.3% | $139,466-72.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.60% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.1pp |
| Employer contribution / active EE | $2,322 | $5,246-55.8% | $4,859-52.2% | $4,754-51.2% |
| Participant deferral / active EE | $3,937 | $8,103-51.4% | $7,760-49.3% | $6,712-41.3% |
| Admin fee / account holder | $2,830 | $12,406-77.2% | $10,767-73.7% | $11,409-75.2% |