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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 | $27,067 | $106,280-74.5% | $96,538-72.0% | $139,487-80.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 12.70% | 38.48%-25.8pp | 35.74%-23.0pp | 373.84%-361.1pp |
| Employer contribution / active EE | $1,522 | $4,107-62.9% | $3,740-59.3% | $4,755-68.0% |
| Participant deferral / active EE | $2,134 | $5,457-60.9% | $4,880-56.3% | $6,713-68.2% |
| Admin fee / account holder | $7,839 | $7,888-0.6% | $6,737+16.3% | $11,407-31.3% |