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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 | $33,492 | $178,174-81.2% | $156,181-78.6% | $137,256-75.6% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 16.92% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,178 | $4,972-76.3% | $4,294-72.6% | $4,156-71.7% |
| Participant deferral / active EE | $2,805 | $6,888-59.3% | $6,132-54.3% | $6,407-56.2% |
| Admin fee / account holder | $14,917 | $17,404-14.3% | $14,586+2.3% | $12,270+21.6% |