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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 | $35,818 | $183,516-80.5% | $155,534-77.0% | $145,884-75.4% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 14.77% | 61.43%-46.7pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,353 | $5,315-36.9% | $4,675-28.3% | $4,662-28.1% |
| Participant deferral / active EE | $1,927 | $6,467-70.2% | $5,630-65.8% | $6,690-71.2% |
| Admin fee / account holder | $3,588 | $19,293-81.4% | $15,900-77.4% | $13,392-73.2% |