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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 | $40,189 | $183,592-78.1% | $155,574-74.2% | $145,877-72.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 35.02% | 61.37%-26.4pp | 64.87%-29.8pp | 551.28%-516.3pp |
| Employer contribution / active EE | $1,730 | $5,317-67.5% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $2,219 | $6,466-65.7% | $5,629-60.6% | $6,691-66.8% |
| Admin fee / account holder | $3,082 | $19,316-84.0% | $15,914-80.6% | $13,402-77.0% |