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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 | $26,019 | $108,882-76.1% | $96,754-73.1% | $154,746-83.2% |
| Participation rate | 93.8% | 75.1%+18.7pp | 70.3%+23.5pp | 80.7%+13.0pp |
| Annual return | 16.45% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,979 | $3,018-1.3% | $2,679+11.2% | $4,379-32.0% |
| Participant deferral / active EE | $1,261 | $5,323-76.3% | $4,758-73.5% | $6,730-81.3% |
| Admin fee / account holder | $680 | $10,200-93.3% | $8,905-92.4% | $14,365-95.3% |