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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 | $38,815 | $105,929-63.4% | $81,716-52.5% | $158,966-75.6% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 12.06% | 38.19%-26.1pp | 29.49%-17.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $3,799 | $7,802-51.3% | $4,310-11.9% | $4,762-20.2% |
| Participant deferral / active EE | $7,645 | $13,007-41.2% | $7,108+7.6% | $5,983+27.8% |
| Admin fee / account holder | $3,445 | $8,492-59.4% | $5,159-33.2% | $11,250-69.4% |