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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 | $33,322 | $111,535-70.1% | $105,223-68.3% | $137,256-75.7% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 12.50% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,678 | $3,939-57.4% | $3,689-54.5% | $4,156-59.6% |
| Participant deferral / active EE | $2,332 | $5,500-57.6% | $5,072-54.0% | $6,407-63.6% |
| Admin fee / account holder | $7,266 | $9,721-25.3% | $8,859-18.0% | $12,270-40.8% |