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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 | $33,519 | $107,363-68.8% | $92,909-63.9% | $152,897-78.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 18.74% | 145.63%-126.9pp | 109.44%-90.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,603 | $4,222-62.0% | $3,653-56.1% | $4,764-66.3% |
| Participant deferral / active EE | $5,231 | $4,848+7.9% | $4,238+23.4% | $5,851-10.6% |
| Admin fee / account holder | $427 | $7,082-94.0% | $5,795-92.6% | $11,599-96.3% |