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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 | $37,061 | $183,592-79.8% | $155,574-76.2% | $145,877-74.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 17.97% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $3,603 | $5,317-32.2% | $4,676-22.9% | $4,663-22.7% |
| Participant deferral / active EE | $4,422 | $6,466-31.6% | $5,629-21.5% | $6,691-33.9% |
| Admin fee / account holder | $2,074 | $19,316-89.3% | $15,914-87.0% | $13,402-84.5% |