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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 | $36,627 | $183,592-80.0% | $155,574-76.5% | $145,877-74.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.79% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,888 | $5,317-26.9% | $4,676-16.8% | $4,663-16.6% |
| Participant deferral / active EE | $10,852 | $6,466+67.8% | $5,629+92.8% | $6,691+62.2% |
| Admin fee / account holder | $2,427 | $19,316-87.4% | $15,914-84.7% | $13,402-81.9% |