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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 | $26,849 | $138,312-80.6% | $122,979-78.2% | $155,188-82.7% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 20.29% | 22.06%-1.8pp | 20.12%+0.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,708 | $3,530-51.6% | $3,062-44.2% | $4,248-59.8% |
| Participant deferral / active EE | $4,338 | $5,592-22.4% | $5,003-13.3% | $6,531-33.6% |
| Admin fee / account holder | $1,005 | $15,089-93.3% | $12,864-92.2% | $14,480-93.1% |