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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 | $39,540 | $118,708-66.7% | $98,920-60.0% | $158,966-75.1% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 22.03% | 372.49%-350.5pp | 196.47%-174.4pp | 302.95%-280.9pp |
| Employer contribution / active EE | $2,974 | $3,334-10.8% | $2,689+10.6% | $4,762-37.5% |
| Participant deferral / active EE | $3,611 | $5,089-29.0% | $4,245-14.9% | $5,983-39.6% |
| Admin fee / account holder | $312 | $10,134-96.9% | $6,643-95.3% | $11,250-97.2% |