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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 | $24,750 | $108,882-77.3% | $96,754-74.4% | $154,746-84.0% |
| Participation rate | 94.7% | 75.1%+19.7pp | 70.3%+24.5pp | 80.7%+14.0pp |
| Annual return | 16.42% | 98.39%-82.0pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,055 | $3,018+1.2% | $2,679+14.0% | $4,379-30.2% |
| Participant deferral / active EE | $3,854 | $5,323-27.6% | $4,758-19.0% | $6,730-42.7% |
| Admin fee / account holder | $2,726 | $10,200-73.3% | $8,905-69.4% | $14,365-81.0% |