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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 | $185,312-86.3% | $161,489-84.3% | $154,746-83.6% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 11.79% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,091 | $4,769-77.1% | $4,268-74.4% | $4,379-75.1% |
| Participant deferral / active EE | $2,858 | $6,350-55.0% | $5,630-49.2% | $6,730-57.5% |
| Admin fee / account holder | $9,033 | $18,654-51.6% | $16,006-43.6% | $14,365-37.1% |