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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 | $25,391 | $172,111-85.2% | $150,298-83.1% | $137,256-81.5% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 11.79% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,091 | $4,636-76.5% | $4,154-73.7% | $4,156-73.8% |
| Participant deferral / active EE | $2,858 | $6,166-53.7% | $5,453-47.6% | $6,407-55.4% |
| Admin fee / account holder | $9,033 | $16,471-45.2% | $14,116-36.0% | $12,270-26.4% |