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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 | $34,273 | $183,516-81.3% | $155,534-78.0% | $145,884-76.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.13% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,514 | $5,315-71.5% | $4,675-67.6% | $4,662-67.5% |
| Participant deferral / active EE | $3,184 | $6,467-50.8% | $5,630-43.5% | $6,690-52.4% |
| Admin fee / account holder | $586 | $19,293-97.0% | $15,900-96.3% | $13,392-95.6% |