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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 | $37,332 | $103,392-63.9% | $87,104-57.1% | $152,897-75.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 15.99% | 28.10%-12.1pp | 28.19%-12.2pp | 345.43%-329.4pp |
| Employer contribution / active EE | $2,399 | $3,221-25.5% | $2,521-4.9% | $4,764-49.6% |
| Participant deferral / active EE | $2,795 | $4,778-41.5% | $4,048-31.0% | $5,851-52.2% |
| Admin fee / account holder | $2,455 | $12,194-79.9% | $7,491-67.2% | $11,599-78.8% |