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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 | $26,386 | $106,247-75.2% | $96,515-72.7% | $139,466-81.1% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 18.60% | 38.47%-19.9pp | 35.73%-17.1pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,110 | $4,106-48.6% | $3,740-43.6% | $4,754-55.6% |
| Participant deferral / active EE | $1,587 | $5,456-70.9% | $4,880-67.5% | $6,712-76.4% |
| Admin fee / account holder | $1,703 | $7,885-78.4% | $6,735-74.7% | $11,409-85.1% |