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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 | $38,679 | $165,399-76.6% | $149,745-74.2% | $158,982-75.7% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 21.72% | 348.34%-326.6pp | 276.72%-255.0pp | 302.99%-281.3pp |
| Employer contribution / active EE | $2,119 | $5,105-58.5% | $4,646-54.4% | $4,763-55.5% |
| Participant deferral / active EE | $9,700 | $7,183+35.0% | $6,843+41.8% | $5,983+62.1% |
| Admin fee / account holder | $4,834 | $10,811-55.3% | $9,312-48.1% | $11,252-57.0% |