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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 | $33,983 | $183,516-81.5% | $155,534-78.2% | $145,884-76.7% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 9.38% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,776 | $5,315-47.8% | $4,675-40.6% | $4,662-40.5% |
| Participant deferral / active EE | $8,531 | $6,467+31.9% | $5,630+51.5% | $6,690+27.5% |
| Admin fee / account holder | $6,702 | $19,293-65.3% | $15,900-57.8% | $13,392-50.0% |