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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 | $38,177 | $157,304-75.7% | $141,197-73.0% | $152,909-75.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 22.22% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $6,472 | $5,263+23.0% | $4,736+36.7% | $4,764+35.9% |
| Participant deferral / active EE | $3,648 | $7,111-48.7% | $6,710-45.6% | $5,851-37.7% |
| Admin fee / account holder | $5,598 | $12,126-53.8% | $10,265-45.5% | $11,601-51.7% |