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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 | $34,999 | $104,709-66.6% | $85,705-59.2% | $167,553-79.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 11.23% | 21.45%-10.2pp | 21.49%-10.3pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,399 | $3,338-28.1% | $2,619-8.4% | $4,840-50.4% |
| Participant deferral / active EE | $2,333 | $4,827-51.7% | $3,924-40.6% | $6,343-63.2% |
| Admin fee / account holder | $5,852 | $10,036-41.7% | $6,877-14.9% | $12,316-52.5% |