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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 | $39,001 | $211,239-81.5% | $178,528-78.2% | $145,877-73.3% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 12.46% | 30.22%-17.8pp | 27.11%-14.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,603 | $4,570-43.0% | $3,950-34.1% | $4,663-44.2% |
| Participant deferral / active EE | $4,891 | $6,963-29.7% | $6,278-22.1% | $6,691-26.9% |
| Admin fee / account holder | $2,081 | $12,095-82.8% | $10,419-80.0% | $13,402-84.5% |